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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 | $299,741 | $217,432+37.9% | $185,851+61.3% | $167,553+78.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.79% | 148.43%-132.6pp | 122.11%-106.3pp | 478.89%-463.1pp |
| Employer contribution / active EE | $8,534 | $5,874+45.3% | $5,168+65.1% | $4,840+76.3% |
| Participant deferral / active EE | $6,878 | $6,357+8.2% | $5,569+23.5% | $6,343+8.4% |
| Admin fee / account holder | $339,424 | $19,820+1612.5% | $16,245+1989.4% | $12,316+2655.9% |