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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 | $372,456 | $150,346+147.7% | $120,524+209.0% | $145,877+155.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.36% | 154.40%-144.0pp | 107.36%-97.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $14,533 | $4,353+233.9% | $3,469+319.0% | $4,663+211.7% |
| Participant deferral / active EE | $17,667 | $6,172+186.2% | $4,994+253.8% | $6,691+164.1% |
| Admin fee / account holder | $69,056 | $12,215+465.3% | $9,440+631.5% | $13,402+415.3% |