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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 | $401,964 | $157,296+155.5% | $141,191+184.7% | $152,897+162.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.01% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $19,927 | $5,262+278.7% | $4,736+320.8% | $4,764+318.3% |
| Participant deferral / active EE | $14,653 | $7,111+106.1% | $6,710+118.4% | $5,851+150.4% |
| Admin fee / account holder | $2,144 | $12,125-82.3% | $10,264-79.1% | $11,599-81.5% |