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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 | $303,825 | $165,399+83.7% | $149,745+102.9% | $158,982+91.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.15% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.8pp |
| Employer contribution / active EE | $21,123 | $5,105+313.8% | $4,646+354.7% | $4,763+343.5% |
| Participant deferral / active EE | $18,000 | $7,183+150.6% | $6,843+163.0% | $5,983+200.8% |
| Admin fee / account holder | $6,700 | $10,811-38.0% | $9,312-28.0% | $11,252-40.5% |