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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 | $377,386 | $157,304+139.9% | $141,197+167.3% | $152,909+146.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.38% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $19,371 | $5,263+268.1% | $4,736+309.0% | $4,764+306.6% |
| Participant deferral / active EE | $11,533 | $7,111+62.2% | $6,710+71.9% | $5,851+97.1% |
| Admin fee / account holder | $8,268 | $12,126-31.8% | $10,265-19.4% | $11,601-28.7% |