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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 | $421,371 | $160,040+163.3% | $147,096+186.5% | $145,877+188.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $6,571 | $5,289+24.2% | $4,936+33.1% | $4,663+40.9% |
| Participant deferral / active EE | $25,118 | $8,429+198.0% | $8,071+211.2% | $6,691+275.4% |
| Admin fee / account holder | $218,889 | $15,050+1354.4% | $13,005+1583.1% | $13,402+1533.2% |