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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 | $157,270+94.4% | $141,173+116.5% | $152,870+100.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.23% | 64.33%-48.1pp | 71.40%-55.2pp | 345.34%-329.1pp |
| Employer contribution / active EE | $16,717 | $5,261+217.7% | $4,735+253.0% | $4,763+251.0% |
| Participant deferral / active EE | $6,745 | $7,110-5.1% | $6,710+0.5% | $5,850+15.3% |
| Admin fee / account holder | $30,751 | $12,121+153.7% | $10,262+199.7% | $11,597+165.2% |