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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 | $454,792 | $227,399+100.0% | $189,758+139.7% | $198,609+129.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.25% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $21,458 | $5,526+288.3% | $4,767+350.2% | $5,055+324.4% |
| Participant deferral / active EE | $12,806 | $6,837+87.3% | $5,856+118.7% | $6,977+83.6% |
| Admin fee / account holder | $112,879 | $25,162+348.6% | $20,388+453.7% | $19,030+493.2% |