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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 | $362,349 | $197,637+83.3% | $177,848+103.7% | $158,982+127.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.17% | 58.77%-38.6pp | 48.33%-28.2pp | 302.99%-282.8pp |
| Employer contribution / active EE | $24,762 | $6,698+269.7% | $5,919+318.4% | $4,763+419.9% |
| Participant deferral / active EE | $11,116 | $8,405+32.3% | $7,714+44.1% | $5,983+85.8% |
| Admin fee / account holder | $1,563 | $15,406-89.9% | $12,431-87.4% | $11,252-86.1% |