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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 | $361,935 | $109,908+229.3% | $97,161+272.5% | $145,978+147.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.93% | 243.80%-225.9pp | 75.36%-57.4pp | 550.52%-532.6pp |
| Employer contribution / active EE | $14,574 | $3,077+373.6% | $2,723+435.2% | $4,662+212.6% |
| Participant deferral / active EE | $11,388 | $4,679+143.4% | $4,265+167.0% | $6,690+70.2% |
| Admin fee / account holder | $405 | $6,213-93.5% | $5,647-92.8% | $13,400-97.0% |