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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 | $339,912 | $157,296+116.1% | $141,191+140.7% | $152,897+122.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.09% | 64.34%-41.3pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $32,556 | $5,262+518.7% | $4,736+587.4% | $4,764+583.4% |
| Participant deferral / active EE | $24,500 | $7,111+244.5% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $2,670 | $12,125-78.0% | $10,264-74.0% | $11,599-77.0% |