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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 | $401,397 | $129,737+209.4% | $119,126+237.0% | $154,746+159.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.27% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $20,827 | $4,375+376.1% | $4,034+416.3% | $4,379+375.6% |
| Participant deferral / active EE | $8,297 | $5,842+42.0% | $5,318+56.0% | $6,730+23.3% |
| Admin fee / account holder | $12,859 | $11,961+7.5% | $10,693+20.3% | $14,365-10.5% |