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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 | $396,649 | $157,276+152.2% | $141,177+181.0% | $152,885+159.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.33% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $16,109 | $5,262+206.2% | $4,736+240.2% | $4,763+238.2% |
| Participant deferral / active EE | $17,420 | $7,110+145.0% | $6,710+159.6% | $5,851+197.7% |
| Admin fee / account holder | $19,415 | $12,123+60.1% | $10,263+89.2% | $11,598+67.4% |