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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 | $166,268+146.9% | $165,100+148.6% | $145,897+181.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.51% | 100.52%-85.0pp | 70.21%-54.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $15,672 | $5,284+196.6% | $4,348+260.4% | $4,663+236.1% |
| Participant deferral / active EE | $21,130 | $6,964+203.4% | $6,035+250.1% | $6,689+215.9% |
| Admin fee / account holder | $39,639 | $16,659+137.9% | $12,696+212.2% | $13,390+196.0% |