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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 | $450,770 | $197,625+128.1% | $177,840+153.5% | $158,966+183.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.29% | 58.76%-35.5pp | 48.32%-25.0pp | 302.95%-279.7pp |
| Employer contribution / active EE | $21,680 | $6,698+223.7% | $5,919+266.3% | $4,762+355.2% |
| Participant deferral / active EE | $26,000 | $8,405+209.4% | $7,714+237.1% | $5,983+334.6% |
| Admin fee / account holder | $2,414 | $15,405-84.3% | $12,431-80.6% | $11,250-78.5% |