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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 | $425,945 | $197,637+115.5% | $177,848+139.5% | $158,982+167.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.67% | 58.77%-42.1pp | 48.33%-31.7pp | 302.99%-286.3pp |
| Employer contribution / active EE | $19,512 | $6,698+191.3% | $5,919+229.7% | $4,763+309.7% |
| Participant deferral / active EE | $17,170 | $8,405+104.3% | $7,714+122.6% | $5,983+187.0% |
| Admin fee / account holder | $1,810 | $15,406-88.3% | $12,431-85.4% | $11,252-83.9% |