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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 | $305,672 | $157,304+94.3% | $141,197+116.5% | $152,909+99.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.23% | 64.34%-48.1pp | 71.41%-55.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $16,717 | $5,263+217.7% | $4,736+253.0% | $4,764+250.9% |
| Participant deferral / active EE | $6,745 | $7,111-5.1% | $6,710+0.5% | $5,851+15.3% |
| Admin fee / account holder | $30,751 | $12,126+153.6% | $10,265+199.6% | $11,601+165.1% |