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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 | $421,053 | $157,296+167.7% | $141,191+198.2% | $152,897+175.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.37% | 64.34%-39.0pp | 71.41%-46.0pp | 345.43%-320.1pp |
| Employer contribution / active EE | $12,200 | $5,262+131.8% | $4,736+157.6% | $4,764+156.1% |
| Participant deferral / active EE | $15,667 | $7,111+120.3% | $6,710+133.5% | $5,851+167.8% |
| Admin fee / account holder | $353,358 | $12,125+2814.3% | $10,264+3342.7% | $11,599+2946.3% |