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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 | $311,781 | $162,136+92.3% | $152,301+104.7% | $154,746+101.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.54% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $17,201 | $4,890+251.7% | $4,624+272.0% | $4,379+292.8% |
| Participant deferral / active EE | $22,320 | $8,341+167.6% | $8,004+178.9% | $6,730+231.6% |
| Admin fee / account holder | $6,378 | $15,759-59.5% | $14,398-55.7% | $14,365-55.6% |