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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 | $428,280 | $157,296+172.3% | $141,191+203.3% | $152,897+180.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.07% | 64.34%-35.3pp | 71.41%-42.3pp | 345.43%-316.4pp |
| Employer contribution / active EE | $15,672 | $5,262+197.8% | $4,736+230.9% | $4,764+229.0% |
| Participant deferral / active EE | $12,865 | $7,111+80.9% | $6,710+91.7% | $5,851+119.9% |
| Admin fee / account holder | $1,942 | $12,125-84.0% | $10,264-81.1% | $11,599-83.3% |