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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 | $335,298 | $176,402+90.1% | $134,155+149.9% | $158,950+110.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 21.68% | 63.66%-42.0pp | 36.34%-14.7pp | 302.91%-281.2pp |
| Employer contribution / active EE | $17,100 | $5,042+239.1% | $3,705+361.6% | $4,762+259.1% |
| Participant deferral / active EE | $26,000 | $4,093+535.3% | $3,500+643.0% | $5,983+334.6% |
| Admin fee / account holder | $1,840 | $8,719-78.9% | $6,685-72.5% | $11,248-83.6% |