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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 | $152,587+101.1% | $125,175+145.1% | $152,870+100.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.43% | 54.84%-34.4pp | 43.79%-23.4pp | 345.34%-324.9pp |
| Employer contribution / active EE | $16,451 | $4,946+232.6% | $3,865+325.6% | $4,763+245.4% |
| Participant deferral / active EE | $12,700 | $5,868+116.4% | $4,937+157.3% | $5,850+117.1% |
| Admin fee / account holder | $105,473 | $13,434+685.1% | $9,702+987.1% | $11,597+809.5% |