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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 | $448,993 | $157,304+185.4% | $141,197+218.0% | $152,909+193.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.63% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $34,582 | $5,263+557.1% | $4,736+630.2% | $4,764+625.9% |
| Participant deferral / active EE | $8,871 | $7,111+24.8% | $6,710+32.2% | $5,851+51.6% |
| Admin fee / account holder | $3,355 | $12,126-72.3% | $10,265-67.3% | $11,601-71.1% |