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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 | $303,979 | $149,040+104.0% | $120,225+152.8% | $137,256+121.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.97% | 605.68%-587.7pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,500 | $4,350+72.4% | $3,475+115.8% | $4,156+80.5% |
| Participant deferral / active EE | $14,426 | $4,655+209.9% | $3,999+260.8% | $6,407+125.2% |
| Admin fee / account holder | $1,878 | $6,348-70.4% | $5,696-67.0% | $12,270-84.7% |