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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 | $339,954 | $211,239+60.9% | $178,528+90.4% | $145,877+133.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.72% | 30.22%-10.5pp | 27.11%-7.4pp | 551.28%-531.6pp |
| Employer contribution / active EE | $17,277 | $4,570+278.1% | $3,950+337.4% | $4,663+270.5% |
| Participant deferral / active EE | $11,499 | $6,963+65.2% | $6,278+83.2% | $6,691+71.9% |
| Admin fee / account holder | $4,499 | $12,095-62.8% | $10,419-56.8% | $13,402-66.4% |