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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 | $330,478 | $174,379+89.5% | $152,093+117.3% | $138,895+137.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.51% | 74.86%-47.3pp | 66.36%-38.8pp | 145.39%-117.9pp |
| Employer contribution / active EE | $13,586 | $4,652+192.0% | $4,175+225.4% | $4,194+223.9% |
| Participant deferral / active EE | $20,408 | $6,159+231.3% | $5,451+274.4% | $6,396+219.1% |
| Admin fee / account holder | $74,399 | $16,880+340.8% | $14,497+413.2% | $12,562+492.2% |