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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 | $334,333 | $185,905+79.8% | $170,057+96.6% | $139,487+139.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.72% | 60.56%-25.8pp | 53.42%-18.7pp | 373.84%-339.1pp |
| Employer contribution / active EE | $22,194 | $7,597+192.1% | $6,790+226.8% | $4,755+366.8% |
| Participant deferral / active EE | $18,520 | $11,627+59.3% | $10,411+77.9% | $6,713+175.9% |
| Admin fee / account holder | $3,548 | $15,397-77.0% | $12,826-72.3% | $11,407-68.9% |