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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 | $300,004 | $154,228+94.5% | $145,433+106.3% | $137,256+118.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $16,925 | $4,804+252.3% | $4,554+271.6% | $4,156+307.2% |
| Participant deferral / active EE | $13,333 | $8,216+62.3% | $7,897+68.8% | $6,407+108.1% |
| Admin fee / account holder | $5,021 | $14,344-65.0% | $13,129-61.8% | $12,270-59.1% |