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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 | $410,462 | $166,131+147.1% | $164,975+148.8% | $145,877+181.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.51% | 100.37%-84.9pp | 70.12%-54.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $15,672 | $5,276+197.1% | $4,343+260.9% | $4,663+236.1% |
| Participant deferral / active EE | $21,130 | $6,962+203.5% | $6,033+250.2% | $6,691+215.8% |
| Admin fee / account holder | $39,639 | $16,648+138.1% | $12,688+212.4% | $13,402+195.8% |