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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 | $336,435 | $182,823+84.0% | $161,596+108.2% | $198,609+69.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 16.65% | 484.64%-468.0pp | 389.92%-373.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $22,833 | $4,109+455.7% | $3,977+474.2% | $5,055+351.7% |
| Participant deferral / active EE | $15,667 | $7,056+122.0% | $6,750+132.1% | $6,977+124.6% |
| Admin fee / account holder | $2,804 | $15,687-82.1% | $13,161-78.7% | $19,030-85.3% |