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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 | $306,837 | $152,619+101.0% | $125,195+145.1% | $152,909+100.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.43% | 54.85%-34.4pp | 43.79%-23.4pp | 345.46%-325.0pp |
| Employer contribution / active EE | $16,451 | $4,947+232.5% | $3,866+325.5% | $4,764+245.3% |
| Participant deferral / active EE | $12,700 | $5,869+116.4% | $4,937+157.2% | $5,851+117.0% |
| Admin fee / account holder | $105,473 | $13,437+684.9% | $9,704+986.9% | $11,601+809.2% |