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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 | $390,654 | $197,637+97.7% | $177,848+119.7% | $158,982+145.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.56% | 58.77%-44.2pp | 48.33%-33.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $24,763 | $6,698+269.7% | $5,919+318.4% | $4,763+419.9% |
| Participant deferral / active EE | $19,297 | $8,405+129.6% | $7,714+150.2% | $5,983+222.5% |
| Admin fee / account holder | $7,052 | $15,406-54.2% | $12,431-43.3% | $11,252-37.3% |