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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 | $396,233 | $148,629+166.6% | $135,982+191.4% | $139,487+184.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.37% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $22,467 | $5,247+328.2% | $4,859+362.4% | $4,755+372.5% |
| Participant deferral / active EE | $15,999 | $8,102+97.5% | $7,760+106.2% | $6,713+138.3% |
| Admin fee / account holder | $2,526 | $12,406-79.6% | $10,767-76.5% | $11,407-77.9% |