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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 | $381,738 | $148,629+156.8% | $135,982+180.7% | $139,487+173.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.57% | 79.33%-57.8pp | 68.32%-46.8pp | 373.84%-352.3pp |
| Employer contribution / active EE | $23,350 | $5,247+345.1% | $4,859+380.5% | $4,755+391.1% |
| Participant deferral / active EE | $20,817 | $8,102+156.9% | $7,760+168.3% | $6,713+210.1% |
| Admin fee / account holder | $19,954 | $12,406+60.8% | $10,767+85.3% | $11,407+74.9% |