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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 | $320,296 | $159,934+100.3% | $147,005+117.9% | $145,959+119.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $18,866 | $5,287+256.8% | $4,934+282.3% | $4,661+304.8% |
| Participant deferral / active EE | $23,755 | $8,427+181.9% | $8,070+194.4% | $6,689+255.2% |
| Admin fee / account holder | $3,137 | $15,053-79.2% | $13,006-75.9% | $13,398-76.6% |