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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 | $354,719 | $148,582+138.7% | $135,942+160.9% | $139,456+154.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.36% | 79.26%-61.9pp | 68.28%-50.9pp | 373.45%-356.1pp |
| Employer contribution / active EE | $26,348 | $5,245+402.4% | $4,858+442.4% | $4,753+454.4% |
| Participant deferral / active EE | $20,750 | $8,101+156.1% | $7,759+167.4% | $6,711+209.2% |
| Admin fee / account holder | $3,700 | $12,402-70.2% | $10,764-65.6% | $11,407-67.6% |