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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 | $264,524 | $209,336+26.4% | $197,124+34.2% | $137,256+92.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.01% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $26,457 | $6,591+301.4% | $6,227+324.8% | $4,156+536.6% |
| Participant deferral / active EE | $17,395 | $9,614+80.9% | $9,135+90.4% | $6,407+171.5% |
| Admin fee / account holder | $1,328,317 | $17,308+7574.7% | $16,298+8050.2% | $12,270+10725.6% |