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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 | $353,650 | $165,361+113.9% | $149,715+136.2% | $158,950+122.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.95% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $12,428 | $5,103+143.5% | $4,645+167.6% | $4,762+161.0% |
| Participant deferral / active EE | $14,745 | $7,182+105.3% | $6,842+115.5% | $5,983+146.5% |
| Admin fee / account holder | $5,488 | $10,808-49.2% | $9,310-41.1% | $11,248-51.2% |