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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 | $324,799 | $154,754+109.9% | $124,206+161.5% | $138,895+133.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.69% | 709.28%-691.6pp | 515.27%-497.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,325 | $4,446+42.2% | $3,540+78.7% | $4,194+50.8% |
| Participant deferral / active EE | $13,013 | $4,621+181.6% | $3,968+228.0% | $6,396+103.5% |
| Admin fee / account holder | $310 | $6,690-95.4% | $5,929-94.8% | $12,562-97.5% |