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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 | $299,845 | $137,414+118.2% | $189,545+58.2% | $85,851+249.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.74% | 38.14%-24.4pp | 555.36%-541.6pp | 318.63%-304.9pp |
| Employer contribution / active EE | $18,217 | $4,344+319.3% | $6,162+195.6% | $2,565+610.1% |
| Participant deferral / active EE | $15,427 | $6,260+146.4% | $8,220+87.7% | $3,952+290.3% |
| Admin fee / account holder | $7,156 | $8,630-17.1% | $12,049-40.6% | $6,261+14.3% |