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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 | $313,833 | $105,158+198.4% | $94,672+231.5% | $139,487+125.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.23% | 38.11%-17.9pp | 156.89%-136.7pp | 373.84%-353.6pp |
| Employer contribution / active EE | $10,576 | $4,107+157.5% | $3,673+187.9% | $4,755+122.4% |
| Participant deferral / active EE | $12,541 | $7,599+65.0% | $7,417+69.1% | $6,713+86.8% |
| Admin fee / account holder | $1,443 | $8,972-83.9% | $7,222-80.0% | $11,407-87.3% |