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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $489,927 | $166,131+194.9% | $164,975+197.0% | $145,877+235.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.94% | 100.37%-83.4pp | 70.12%-53.2pp | 551.28%-534.3pp |
| Employer contribution / active EE | $21,573 | $5,276+308.9% | $4,343+396.8% | $4,663+362.6% |
| Participant deferral / active EE | $7,109 | $6,962+2.1% | $6,033+17.8% | $6,691+6.3% |
| Admin fee / account holder | $15,487 | $16,648-7.0% | $12,688+22.1% | $13,402+15.6% |