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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 | $345,195 | $197,637+74.7% | $177,848+94.1% | $158,982+117.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.14% | 58.77%-30.6pp | 48.33%-20.2pp | 302.99%-274.8pp |
| Employer contribution / active EE | $21,358 | $6,698+218.9% | $5,919+260.9% | $4,763+348.4% |
| Participant deferral / active EE | $17,573 | $8,405+109.1% | $7,714+127.8% | $5,983+193.7% |
| Admin fee / account holder | $2,755 | $15,406-82.1% | $12,431-77.8% | $11,252-75.5% |