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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 | $281,029 | $157,304+78.7% | $141,197+99.0% | $152,909+83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.71% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $15,258 | $5,263+189.9% | $4,736+222.2% | $4,764+220.3% |
| Participant deferral / active EE | $21,000 | $7,111+195.3% | $6,710+213.0% | $5,851+258.9% |
| Admin fee / account holder | $63,684 | $12,126+425.2% | $10,265+520.4% | $11,601+449.0% |