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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 | $414,259 | $227,597+82.0% | $189,575+118.5% | $167,536+147.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.03% | 78.44%-64.4pp | 64.19%-50.2pp | 478.82%-464.8pp |
| Employer contribution / active EE | $16,733 | $5,316+214.8% | $4,412+279.3% | $4,839+245.8% |
| Participant deferral / active EE | $21,991 | $7,002+214.1% | $6,174+256.2% | $6,342+246.7% |
| Admin fee / account holder | $94,592 | $11,877+696.4% | $9,806+864.7% | $12,315+668.1% |