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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 | $354,681 | $148,582+138.7% | $135,942+160.9% | $139,456+154.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 79.26%-66.4pp | 68.28%-55.5pp | 373.45%-360.6pp |
| Employer contribution / active EE | $5,913 | $5,245+12.7% | $4,858+21.7% | $4,753+24.4% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,840 | $12,402-20.7% | $10,764-8.6% | $11,407-13.7% |