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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 | $333,254 | $160,070+108.2% | $147,117+126.5% | $145,897+128.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $17,623 | $5,285+233.5% | $4,932+257.3% | $4,663+278.0% |
| Participant deferral / active EE | $18,492 | $8,419+119.6% | $8,065+129.3% | $6,689+176.4% |
| Admin fee / account holder | $66,123 | $15,035+339.8% | $12,993+408.9% | $13,390+393.8% |