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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 | $382,423 | $157,304+143.1% | $141,197+170.8% | $152,909+150.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.83% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $36,534 | $5,263+594.2% | $4,736+671.4% | $4,764+666.9% |
| Participant deferral / active EE | $20,346 | $7,111+186.1% | $6,710+203.2% | $5,851+247.7% |
| Admin fee / account holder | $2,713 | $12,126-77.6% | $10,265-73.6% | $11,601-76.6% |