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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 | $337,682 | $154,467+118.6% | $130,270+159.2% | $139,487+142.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 18.20% | 30.58%-12.4pp | 38.89%-20.7pp | 373.84%-355.6pp |
| Employer contribution / active EE | $17,700 | $5,175+242.0% | $4,128+328.8% | $4,755+272.3% |
| Participant deferral / active EE | $26,500 | $8,497+211.9% | $6,797+289.9% | $6,713+294.8% |
| Admin fee / account holder | $56,805 | $9,222+516.0% | $6,022+843.3% | $11,407+398.0% |