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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 | $326,349 | $108,922+199.6% | $100,398+225.1% | $145,978+123.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.98% | 58.04%-39.1pp | 49.32%-30.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $39,522 | $4,426+793.0% | $3,946+901.6% | $4,662+747.8% |
| Participant deferral / active EE | $19,500 | $8,450+130.8% | $8,084+141.2% | $6,690+191.5% |
| Admin fee / account holder | $2,090 | $9,680-78.4% | $7,893-73.5% | $13,400-84.4% |