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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 | $358,727 | $174,379+105.7% | $152,093+135.9% | $138,895+158.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.11% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $25,313 | $4,652+444.2% | $4,175+506.4% | $4,194+503.5% |
| Participant deferral / active EE | $14,865 | $6,159+141.4% | $5,451+172.7% | $6,396+132.4% |
| Admin fee / account holder | $51,493 | $16,880+205.1% | $14,497+255.2% | $12,562+309.9% |