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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 | $336,525 | $148,629+126.4% | $135,982+147.5% | $139,487+141.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.80% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $40,273 | $5,247+667.6% | $4,859+728.8% | $4,755+747.0% |
| Participant deferral / active EE | $31,100 | $8,102+283.8% | $7,760+300.8% | $6,713+363.3% |
| Admin fee / account holder | $249,994 | $12,406+1915.0% | $10,767+2221.8% | $11,407+2091.5% |