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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 | $371,330 | $196,972+88.5% | $182,262+103.7% | $198,609+87.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.89% | 158.27%-148.4pp | 140.60%-130.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $16,944 | $5,364+215.9% | $5,046+235.8% | $5,055+235.2% |
| Participant deferral / active EE | $14,317 | $8,643+65.7% | $8,276+73.0% | $6,977+105.2% |
| Admin fee / account holder | $45,071 | $18,429+144.6% | $16,712+169.7% | $19,030+136.8% |