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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 | $166,268+194.7% | $165,100+196.7% | $145,897+235.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.94% | 100.52%-83.6pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $21,573 | $5,284+308.3% | $4,348+396.1% | $4,663+362.7% |
| Participant deferral / active EE | $7,109 | $6,964+2.1% | $6,035+17.8% | $6,689+6.3% |
| Admin fee / account holder | $15,487 | $16,659-7.0% | $12,696+22.0% | $13,390+15.7% |