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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 | $388,278 | $185,883+108.9% | $170,043+128.3% | $139,466+178.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.07% | 60.54%-37.5pp | 53.40%-30.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $36,842 | $7,596+385.0% | $6,790+442.6% | $4,754+675.0% |
| Participant deferral / active EE | $21,044 | $11,626+81.0% | $10,410+102.2% | $6,712+213.5% |
| Admin fee / account holder | $2,103 | $15,393-86.3% | $12,824-83.6% | $11,409-81.6% |