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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 | $383,214 | $183,627+108.7% | $155,602+146.3% | $145,978+162.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.32%-44.9pp | 64.81%-48.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $10,000 | $5,316+88.1% | $4,675+113.9% | $4,662+114.5% |
| Participant deferral / active EE | $30,000 | $6,466+364.0% | $5,629+433.0% | $6,690+348.5% |
| Admin fee / account holder | $608 | $19,327-96.9% | $15,923-96.2% | $13,400-95.5% |