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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 | $362,859 | $125,237+189.7% | $105,608+243.6% | $145,877+148.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.99% | 225.76%-209.8pp | 116.50%-100.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $19,803 | $3,720+432.3% | $3,167+525.3% | $4,663+324.7% |
| Participant deferral / active EE | $11,893 | $5,711+108.3% | $5,010+137.4% | $6,691+77.8% |
| Admin fee / account holder | $536 | $17,287-96.9% | $11,028-95.1% | $13,402-96.0% |