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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 | $337,382 | $160,070+110.8% | $147,117+129.3% | $145,897+131.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.19% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $46,000 | $5,285+770.5% | $4,932+832.6% | $4,663+886.6% |
| Participant deferral / active EE | $26,076 | $8,419+209.7% | $8,065+223.3% | $6,689+289.8% |
| Admin fee / account holder | $3,104 | $15,035-79.4% | $12,993-76.1% | $13,390-76.8% |