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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 | $327,250 | $148,629+120.2% | $135,982+140.7% | $139,487+134.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $11,482 | $5,247+118.9% | $4,859+136.3% | $4,755+141.5% |
| Participant deferral / active EE | $15,170 | $8,102+87.2% | $7,760+95.5% | $6,713+126.0% |
| Admin fee / account holder | $972 | $12,406-92.2% | $10,767-91.0% | $11,407-91.5% |