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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 | $350,949 | $165,399+112.2% | $149,745+134.4% | $158,982+120.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.96% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $21,314 | $5,105+317.5% | $4,646+358.8% | $4,763+347.5% |
| Participant deferral / active EE | $14,500 | $7,183+101.9% | $6,843+111.9% | $5,983+142.3% |
| Admin fee / account holder | $684 | $10,811-93.7% | $9,312-92.7% | $11,252-93.9% |