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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 | $362,421 | $168,635+114.9% | $147,617+145.5% | $125,389+189.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.94% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.3pp |
| Employer contribution / active EE | $31,500 | $6,252+403.8% | $5,564+466.1% | $4,866+547.3% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $18,227 | $13,580+34.2% | $11,612+57.0% | $9,541+91.0% |