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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 | $427,951 | $157,304+172.1% | $141,197+203.1% | $152,909+179.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.69% | 64.34%-46.7pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $11,742 | $5,263+123.1% | $4,736+147.9% | $4,764+146.5% |
| Participant deferral / active EE | $17,210 | $7,111+142.0% | $6,710+156.5% | $5,851+194.1% |
| Admin fee / account holder | $686 | $12,126-94.3% | $10,265-93.3% | $11,601-94.1% |