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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 | $322,153 | $165,381+94.8% | $149,730+115.2% | $158,966+102.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.22% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.7pp |
| Employer contribution / active EE | $30,290 | $5,104+493.4% | $4,645+552.1% | $4,762+536.0% |
| Participant deferral / active EE | $19,468 | $7,182+171.1% | $6,843+184.5% | $5,983+225.4% |
| Admin fee / account holder | $1,280 | $10,809-88.2% | $9,310-86.2% | $11,250-88.6% |