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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 | $307,763 | $165,399+86.1% | $149,745+105.5% | $158,982+93.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.57% | 348.34%-332.8pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $26,489 | $5,105+418.9% | $4,646+470.2% | $4,763+456.2% |
| Participant deferral / active EE | $17,368 | $7,183+141.8% | $6,843+153.8% | $5,983+190.3% |
| Admin fee / account holder | $5,118 | $10,811-52.7% | $9,312-45.0% | $11,252-54.5% |