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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 | $391,602 | $165,361+136.8% | $149,715+161.6% | $158,950+146.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.71% | 348.24%-333.5pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $33,750 | $5,103+561.3% | $4,645+626.6% | $4,762+608.7% |
| Participant deferral / active EE | $15,000 | $7,182+108.9% | $6,842+119.2% | $5,983+150.7% |
| Admin fee / account holder | $2,585 | $10,808-76.1% | $9,310-72.2% | $11,248-77.0% |