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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 | $297,433 | $183,592+62.0% | $155,567+91.2% | $145,959+103.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.58% | 61.24%-29.7pp | 64.74%-33.2pp | 561.95%-530.4pp |
| Employer contribution / active EE | $19,762 | $5,315+271.8% | $4,674+322.8% | $4,661+324.0% |
| Participant deferral / active EE | $12,905 | $6,464+99.6% | $5,628+129.3% | $6,689+92.9% |
| Admin fee / account holder | $76,096 | $19,318+293.9% | $15,916+378.1% | $13,398+468.0% |