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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 | $317,260 | $157,304+101.7% | $141,197+124.7% | $152,909+107.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.60% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.9pp |
| Employer contribution / active EE | $19,612 | $5,263+272.7% | $4,736+314.1% | $4,764+311.7% |
| Participant deferral / active EE | $15,256 | $7,111+114.5% | $6,710+127.4% | $5,851+160.7% |
| Admin fee / account holder | $24,107 | $12,126+98.8% | $10,265+134.9% | $11,601+107.8% |