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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 | $320,805 | $166,242+93.0% | $165,071+94.3% | $145,884+119.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.81% | 100.44%-87.6pp | 70.17%-57.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $33,587 | $5,283+535.8% | $4,347+672.6% | $4,662+620.4% |
| Participant deferral / active EE | $15,767 | $6,964+126.4% | $6,035+161.2% | $6,690+135.7% |
| Admin fee / account holder | $1,560 | $16,658-90.6% | $12,695-87.7% | $13,392-88.4% |