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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 | $414,056 | $157,296+163.2% | $141,191+193.3% | $152,897+170.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.99% | 64.34%-46.4pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $14,747 | $5,262+180.2% | $4,736+211.4% | $4,764+209.6% |
| Participant deferral / active EE | $10,347 | $7,111+45.5% | $6,710+54.2% | $5,851+76.8% |
| Admin fee / account holder | $2,722 | $12,125-77.6% | $10,264-73.5% | $11,599-76.5% |