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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 | $449,110 | $157,296+185.5% | $141,191+218.1% | $152,897+193.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.08% | 64.34%-35.3pp | 71.41%-42.3pp | 345.43%-316.4pp |
| Employer contribution / active EE | $9,953 | $5,262+89.1% | $4,736+110.2% | $4,764+108.9% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $1,469 | $12,125-87.9% | $10,264-85.7% | $11,599-87.3% |