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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 | $356,921 | $165,381+115.8% | $149,730+138.4% | $158,966+124.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.41% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $15,837 | $5,104+210.3% | $4,645+240.9% | $4,762+232.5% |
| Participant deferral / active EE | $15,213 | $7,182+111.8% | $6,843+122.3% | $5,983+154.3% |
| Admin fee / account holder | $1,235 | $10,809-88.6% | $9,310-86.7% | $11,250-89.0% |