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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 | $417,177 | $157,304+165.2% | $141,197+195.5% | $152,909+172.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.55% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $11,639 | $5,263+121.2% | $4,736+145.7% | $4,764+144.3% |
| Participant deferral / active EE | $8,514 | $7,111+19.7% | $6,710+26.9% | $5,851+45.5% |
| Admin fee / account holder | $5,010 | $12,126-58.7% | $10,265-51.2% | $11,601-56.8% |