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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 | $335,019 | $152,619+119.5% | $125,195+167.6% | $152,909+119.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.93% | 54.85%-29.9pp | 43.79%-18.9pp | 345.46%-320.5pp |
| Employer contribution / active EE | $9,276 | $4,947+87.5% | $3,866+139.9% | $4,764+94.7% |
| Participant deferral / active EE | $19,589 | $5,869+233.8% | $4,937+296.7% | $5,851+234.8% |
| Admin fee / account holder | $13,115 | $13,437-2.4% | $9,704+35.1% | $11,601+13.0% |