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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 | $308,009 | $176,794+74.2% | $146,647+110.0% | $167,553+83.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.92% | 24.04%-9.1pp | 22.75%-7.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $12,220 | $5,161+136.8% | $4,137+195.4% | $4,840+152.5% |
| Participant deferral / active EE | $7,356 | $6,440+14.2% | $5,506+33.6% | $6,343+16.0% |
| Admin fee / account holder | $2,184 | $13,262-83.5% | $10,281-78.8% | $12,316-82.3% |