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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 | $323,676 | $160,070+102.2% | $147,117+120.0% | $145,897+121.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $26,871 | $5,285+408.5% | $4,932+444.8% | $4,663+476.3% |
| Participant deferral / active EE | $12,560 | $8,419+49.2% | $8,065+55.7% | $6,689+87.8% |
| Admin fee / account holder | $111,321 | $15,035+640.4% | $12,993+756.8% | $13,390+731.3% |