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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 | $352,974 | $165,399+113.4% | $149,745+135.7% | $158,982+122.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.96% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $17,845 | $5,105+249.6% | $4,646+284.1% | $4,763+274.7% |
| Participant deferral / active EE | $16,517 | $7,183+129.9% | $6,843+141.4% | $5,983+176.0% |
| Admin fee / account holder | $4,634 | $10,811-57.1% | $9,312-50.2% | $11,252-58.8% |