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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 | $355,532 | $157,276+126.1% | $141,177+151.8% | $152,885+132.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.09% | 64.33%-44.2pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $16,000 | $5,262+204.1% | $4,736+237.9% | $4,763+235.9% |
| Participant deferral / active EE | $24,500 | $7,110+244.6% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $1,290 | $12,123-89.4% | $10,263-87.4% | $11,598-88.9% |