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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 | $399,288 | $112,131+256.1% | $95,964+316.1% | $158,982+151.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.43% | 171.19%-155.8pp | 91.64%-76.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $14,481 | $3,199+352.6% | $2,541+469.8% | $4,763+204.0% |
| Participant deferral / active EE | $17,250 | $4,784+260.6% | $4,167+314.0% | $5,983+188.3% |
| Admin fee / account holder | $7,030 | $10,136-30.6% | $6,797+3.4% | $11,252-37.5% |