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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 | $322,324 | $114,119+182.4% | $107,187+200.7% | $138,895+132.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.11% | 273.21%-251.1pp | 204.55%-182.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $39,075 | $4,059+862.7% | $3,782+933.1% | $4,194+831.6% |
| Participant deferral / active EE | $10,333 | $5,538+86.6% | $5,096+102.8% | $6,396+61.6% |
| Admin fee / account holder | $1,032 | $10,024-89.7% | $9,162-88.7% | $12,562-91.8% |