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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 | $332,537 | $157,296+111.4% | $141,191+135.5% | $152,897+117.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.24% | 64.34%-37.1pp | 71.41%-44.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $8,786 | $5,262+67.0% | $4,736+85.5% | $4,764+84.4% |
| Participant deferral / active EE | $13,772 | $7,111+93.7% | $6,710+105.2% | $5,851+135.4% |
| Admin fee / account holder | $774 | $12,125-93.6% | $10,264-92.5% | $11,599-93.3% |