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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 | $352,006 | $137,414+156.2% | $189,537+85.7% | $85,847+310.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.92% | 38.14%-19.2pp | 555.34%-536.4pp | 318.61%-299.7pp |
| Employer contribution / active EE | $34,969 | $4,344+704.9% | $6,161+467.6% | $2,565+1263.1% |
| Participant deferral / active EE | $16,034 | $6,260+156.1% | $8,220+95.1% | $3,952+305.7% |
| Admin fee / account holder | $10,254 | $8,630+18.8% | $12,048-14.9% | $6,261+63.8% |