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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 | $297,041 | $157,304+88.8% | $141,197+110.4% | $152,909+94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.07% | 64.34%-36.3pp | 71.41%-43.3pp | 345.46%-317.4pp |
| Employer contribution / active EE | $7,500 | $5,263+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $18,900 | $7,111+165.8% | $6,710+181.7% | $5,851+223.0% |
| Admin fee / account holder | $1,633 | $12,126-86.5% | $10,265-84.1% | $11,601-85.9% |