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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 | $348,575 | $166,242+109.7% | $165,071+111.2% | $145,884+138.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.39% | 100.44%-91.1pp | 70.17%-60.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $23,434 | $5,283+343.6% | $4,347+439.0% | $4,662+402.6% |
| Participant deferral / active EE | $17,076 | $6,964+145.2% | $6,035+182.9% | $6,690+155.3% |
| Admin fee / account holder | $47,034 | $16,658+182.3% | $12,695+270.5% | $13,392+251.2% |