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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 | $337,714 | $165,399+104.2% | $149,745+125.5% | $158,982+112.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.72% | 348.34%-313.6pp | 276.72%-242.0pp | 302.99%-268.3pp |
| Employer contribution / active EE | $17,735 | $5,105+247.4% | $4,646+281.8% | $4,763+272.4% |
| Participant deferral / active EE | $15,042 | $7,183+109.4% | $6,843+119.8% | $5,983+151.4% |
| Admin fee / account holder | $16,612 | $10,811+53.7% | $9,312+78.4% | $11,252+47.6% |