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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 | $474,467 | $157,304+201.6% | $141,197+236.0% | $152,909+210.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $15,139 | $5,263+187.7% | $4,736+219.6% | $4,764+217.8% |
| Participant deferral / active EE | $10,733 | $7,111+50.9% | $6,710+60.0% | $5,851+83.4% |
| Admin fee / account holder | $46,149 | $12,126+280.6% | $10,265+349.6% | $11,601+297.8% |