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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 | $388,019 | $157,304+146.7% | $141,197+174.8% | $152,909+153.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.49% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $17,320 | $5,263+229.1% | $4,736+265.7% | $4,764+263.6% |
| Participant deferral / active EE | $10,807 | $7,111+52.0% | $6,710+61.1% | $5,851+84.7% |
| Admin fee / account holder | $19,823 | $12,126+63.5% | $10,265+93.1% | $11,601+70.9% |