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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 | $364,571 | $165,584+120.2% | $142,942+155.0% | $137,256+165.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 13.42% | 164.22%-150.8pp | 113.70%-100.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $20,188 | $4,725+327.2% | $4,139+387.7% | $4,156+385.7% |
| Participant deferral / active EE | $12,073 | $8,194+47.3% | $7,128+69.4% | $6,407+88.4% |
| Admin fee / account holder | $102,166 | $16,167+531.9% | $12,475+719.0% | $12,270+732.6% |