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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 | $373,419 | $157,304+137.4% | $141,197+164.5% | $152,909+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.56% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $16,331 | $5,263+210.3% | $4,736+244.8% | $4,764+242.8% |
| Participant deferral / active EE | $10,801 | $7,111+51.9% | $6,710+61.0% | $5,851+84.6% |
| Admin fee / account holder | $6,598 | $12,126-45.6% | $10,265-35.7% | $11,601-43.1% |