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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 | $385,662 | $211,239+82.6% | $178,528+116.0% | $145,877+164.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.19% | 30.22%-17.0pp | 27.11%-13.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $12,813 | $4,570+180.4% | $3,950+224.3% | $4,663+174.8% |
| Participant deferral / active EE | $17,550 | $6,963+152.1% | $6,278+179.5% | $6,691+162.3% |
| Admin fee / account holder | $3,200 | $12,095-73.5% | $10,419-69.3% | $13,402-76.1% |