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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 | $341,682 | $152,619+123.9% | $125,195+172.9% | $152,909+123.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.55% | 54.85%-32.3pp | 43.79%-21.2pp | 345.46%-322.9pp |
| Employer contribution / active EE | $31,667 | $4,947+540.1% | $3,866+719.1% | $4,764+564.7% |
| Participant deferral / active EE | $23,083 | $5,869+293.3% | $4,937+367.5% | $5,851+294.5% |
| Admin fee / account holder | $6,741 | $13,437-49.8% | $9,704-30.5% | $11,601-41.9% |