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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 | $319,307 | $154,754+106.3% | $124,206+157.1% | $138,895+129.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.36% | 709.28%-695.9pp | 515.27%-501.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $16,961 | $4,446+281.5% | $3,540+379.1% | $4,194+304.4% |
| Participant deferral / active EE | $8,688 | $4,621+88.0% | $3,968+119.0% | $6,396+35.8% |
| Admin fee / account holder | $1,371 | $6,690-79.5% | $5,929-76.9% | $12,562-89.1% |