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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 | $377,185 | $183,539+105.5% | $155,556+142.5% | $145,897+158.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $27,813 | $5,315+423.3% | $4,675+494.9% | $4,663+496.5% |
| Participant deferral / active EE | $19,416 | $6,467+200.2% | $5,631+244.8% | $6,689+190.3% |
| Admin fee / account holder | $6,037 | $19,275-68.7% | $15,885-62.0% | $13,390-54.9% |