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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 | $372,206 | $148,582+150.5% | $135,942+173.8% | $139,456+166.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.47% | 79.26%-60.8pp | 68.28%-49.8pp | 373.45%-355.0pp |
| Employer contribution / active EE | $16,591 | $5,245+216.3% | $4,858+241.5% | $4,753+249.1% |
| Participant deferral / active EE | $22,500 | $8,101+177.7% | $7,759+190.0% | $6,711+235.3% |
| Admin fee / account holder | $8,386 | $12,402-32.4% | $10,764-22.1% | $11,407-26.5% |