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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 | $305,765 | $132,634+130.5% | $115,768+164.1% | $137,256+122.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 39.90% | 160.70%-120.8pp | 100.46%-60.6pp | 220.34%-180.4pp |
| Employer contribution / active EE | $9,430 | $3,360+180.7% | $2,940+220.8% | $4,156+126.9% |
| Participant deferral / active EE | $13,381 | $5,619+138.2% | $4,917+172.2% | $6,407+108.9% |
| Admin fee / account holder | $407 | $15,028-97.3% | $12,439-96.7% | $12,270-96.7% |