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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 | $538,922 | $227,399+137.0% | $189,758+184.0% | $198,609+171.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.81% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $38,107 | $5,526+589.6% | $4,767+699.5% | $5,055+653.8% |
| Participant deferral / active EE | $24,025 | $6,837+251.4% | $5,856+310.3% | $6,977+244.4% |
| Admin fee / account holder | $100,790 | $25,162+300.6% | $20,388+394.4% | $19,030+429.6% |