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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 | $369,250 | $176,402+109.3% | $134,155+175.2% | $158,950+132.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.44% | 63.66%-48.2pp | 36.34%-20.9pp | 302.91%-287.5pp |
| Employer contribution / active EE | $34,064 | $5,042+575.6% | $3,705+819.5% | $4,762+615.3% |
| Participant deferral / active EE | $26,000 | $4,093+535.3% | $3,500+643.0% | $5,983+334.6% |
| Admin fee / account holder | $70,093 | $8,719+703.9% | $6,685+948.5% | $11,248+523.1% |