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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 | $160,040+108.2% | $147,096+126.6% | $145,877+128.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 98.49%-83.5pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $17,623 | $5,289+233.2% | $4,936+257.0% | $4,663+277.9% |
| Participant deferral / active EE | $18,492 | $8,429+119.4% | $8,071+129.1% | $6,691+176.4% |
| Admin fee / account holder | $66,123 | $15,050+339.4% | $13,005+408.4% | $13,402+393.4% |