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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 | $358,134 | $115,814+209.2% | $101,275+253.6% | $158,982+125.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.95% | 56.16%-46.2pp | 46.48%-36.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $17,688 | $4,176+323.6% | $3,660+383.3% | $4,763+271.4% |
| Participant deferral / active EE | $12,789 | $4,958+157.9% | $4,371+192.6% | $5,983+113.7% |
| Admin fee / account holder | $1,287 | $7,249-82.2% | $5,948-78.4% | $11,252-88.6% |