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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 | $336,161 | $157,296+113.7% | $141,191+138.1% | $152,897+119.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.67% | 64.34%-36.7pp | 71.41%-43.7pp | 345.43%-317.8pp |
| Employer contribution / active EE | $19,810 | $5,262+276.5% | $4,736+318.3% | $4,764+315.9% |
| Participant deferral / active EE | $19,937 | $7,111+180.4% | $6,710+197.1% | $5,851+240.7% |
| Admin fee / account holder | $7,844 | $12,125-35.3% | $10,264-23.6% | $11,599-32.4% |