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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 | $378,022 | $227,399+66.2% | $189,758+99.2% | $198,609+90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.40% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $11,138 | $5,526+101.5% | $4,767+133.7% | $5,055+120.3% |
| Participant deferral / active EE | $16,969 | $6,837+148.2% | $5,856+189.8% | $6,977+143.2% |
| Admin fee / account holder | $336,073 | $25,162+1235.6% | $20,388+1548.4% | $19,030+1666.0% |