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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 | $363,091 | $175,259+107.2% | $149,723+142.5% | $139,487+160.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.42% | 166.82%-149.4pp | 134.50%-117.1pp | 373.84%-356.4pp |
| Employer contribution / active EE | $17,528 | $5,478+219.9% | $4,821+263.5% | $4,755+268.6% |
| Participant deferral / active EE | $12,725 | $6,522+95.1% | $5,682+123.9% | $6,713+89.6% |
| Admin fee / account holder | $1,060 | $16,158-93.4% | $13,215-92.0% | $11,407-90.7% |