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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 | $406,151 | $202,463+100.6% | $169,397+139.8% | $139,487+191.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 532.64%-512.8pp | 406.23%-386.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $33,975 | $4,694+623.8% | $4,013+746.6% | $4,755+614.6% |
| Participant deferral / active EE | $26,250 | $6,941+278.2% | $6,223+321.8% | $6,713+291.1% |
| Admin fee / account holder | $17,119 | $10,726+59.6% | $9,017+89.8% | $11,407+50.1% |