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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 | $345,649 | $183,539+88.3% | $155,556+122.2% | $145,897+136.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $26,952 | $5,315+407.1% | $4,675+476.5% | $4,663+478.0% |
| Participant deferral / active EE | $21,927 | $6,467+239.1% | $5,631+289.4% | $6,689+227.8% |
| Admin fee / account holder | $136,427 | $19,275+607.8% | $15,885+758.8% | $13,390+918.8% |