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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 | $326,725 | $148,623+119.8% | $135,974+140.3% | $139,466+134.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.13% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $32,169 | $5,246+513.2% | $4,859+562.1% | $4,754+576.7% |
| Participant deferral / active EE | $17,079 | $8,103+110.8% | $7,760+120.1% | $6,712+154.5% |
| Admin fee / account holder | $16,159 | $12,406+30.3% | $10,767+50.1% | $11,409+41.6% |