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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 | $321,141 | $159,934+100.8% | $147,005+118.5% | $145,959+120.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 98.24%-81.0pp | 418.76%-401.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $17,205 | $5,287+225.4% | $4,934+248.7% | $4,661+269.2% |
| Participant deferral / active EE | $15,096 | $8,427+79.1% | $8,070+87.1% | $6,689+125.7% |
| Admin fee / account holder | $902 | $15,053-94.0% | $13,006-93.1% | $13,398-93.3% |