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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 | $426,679 | $157,296+171.3% | $141,191+202.2% | $152,897+179.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.07% | 64.34%-27.3pp | 71.41%-34.3pp | 345.43%-308.4pp |
| Employer contribution / active EE | $10,127 | $5,262+92.4% | $4,736+113.8% | $4,764+112.6% |
| Participant deferral / active EE | $16,333 | $7,111+129.7% | $6,710+143.4% | $5,851+179.1% |
| Admin fee / account holder | $3,006 | $12,125-75.2% | $10,264-70.7% | $11,599-74.1% |