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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 | $317,272 | $109,967+188.5% | $97,197+226.4% | $145,877+117.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.52% | 244.27%-229.7pp | 75.47%-60.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $29,385 | $3,077+855.1% | $2,723+979.2% | $4,663+530.2% |
| Participant deferral / active EE | $12,876 | $4,676+175.3% | $4,263+202.0% | $6,691+92.5% |
| Admin fee / account holder | $626 | $6,199-89.9% | $5,637-88.9% | $13,402-95.3% |