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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 | $160,028+100.1% | $147,080+117.8% | $145,884+119.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $18,866 | $5,286+256.9% | $4,933+282.4% | $4,662+304.6% |
| Participant deferral / active EE | $23,755 | $8,422+182.1% | $8,066+194.5% | $6,690+255.1% |
| Admin fee / account holder | $3,137 | $15,030-79.1% | $12,989-75.9% | $13,392-76.6% |