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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 | $305,968 | $185,856+64.6% | $170,028+80.0% | $139,456+119.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.86% | 60.52%-43.7pp | 53.39%-36.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $39,800 | $7,593+424.2% | $6,788+486.4% | $4,753+737.4% |
| Participant deferral / active EE | $22,500 | $11,623+93.6% | $10,409+116.2% | $6,711+235.3% |
| Admin fee / account holder | $3,583 | $15,387-76.7% | $12,820-72.1% | $11,407-68.6% |