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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 | $389,225 | $157,296+147.4% | $141,191+175.7% | $152,897+154.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.00% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $18,256 | $5,262+246.9% | $4,736+285.5% | $4,764+283.3% |
| Participant deferral / active EE | $10,240 | $7,111+44.0% | $6,710+52.6% | $5,851+75.0% |
| Admin fee / account holder | $54,467 | $12,125+349.2% | $10,264+430.7% | $11,599+369.6% |