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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 | $389,054 | $148,629+161.8% | $135,982+186.1% | $139,487+178.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.81% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $35,876 | $5,247+583.8% | $4,859+638.3% | $4,755+654.5% |
| Participant deferral / active EE | $23,500 | $8,102+190.0% | $7,760+202.8% | $6,713+250.1% |
| Admin fee / account holder | $8,411 | $12,406-32.2% | $10,767-21.9% | $11,407-26.3% |