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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 | $165,584+103.2% | $142,942+135.4% | $137,256+145.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 16.65% | 164.22%-147.6pp | 113.70%-97.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $22,833 | $4,725+383.2% | $4,139+451.6% | $4,156+449.4% |
| Participant deferral / active EE | $15,667 | $8,194+91.2% | $7,128+119.8% | $6,407+144.5% |
| Admin fee / account holder | $2,804 | $16,167-82.7% | $12,475-77.5% | $12,270-77.1% |