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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 | $381,547 | $157,304+142.6% | $141,197+170.2% | $152,909+149.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.28% | 64.34%-38.1pp | 71.41%-45.1pp | 345.46%-319.2pp |
| Employer contribution / active EE | $11,678 | $5,263+121.9% | $4,736+146.6% | $4,764+145.1% |
| Participant deferral / active EE | $17,103 | $7,111+140.5% | $6,710+154.9% | $5,851+192.3% |
| Admin fee / account holder | $2,950 | $12,126-75.7% | $10,265-71.3% | $11,601-74.6% |