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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 | $370,370 | $183,592+101.7% | $155,574+138.1% | $145,877+153.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.63% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $18,661 | $5,317+251.0% | $4,676+299.1% | $4,663+300.2% |
| Participant deferral / active EE | $19,095 | $6,466+195.3% | $5,629+239.2% | $6,691+185.4% |
| Admin fee / account holder | $8,372 | $19,316-56.7% | $15,914-47.4% | $13,402-37.5% |