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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 | $293,240 | $180,749+62.2% | $160,784+82.4% | $137,256+113.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.25% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $17,157 | $4,155+312.9% | $3,733+359.6% | $4,156+312.8% |
| Participant deferral / active EE | $22,884 | $6,844+234.4% | $6,293+263.7% | $6,407+257.2% |
| Admin fee / account holder | $1,921 | $10,397-81.5% | $9,717-80.2% | $12,270-84.3% |