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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 | $356,280 | $185,883+91.7% | $170,043+109.5% | $139,466+155.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.32% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $5,367 | $7,596-29.3% | $6,790-21.0% | $4,754+12.9% |
| Participant deferral / active EE | $16,822 | $11,626+44.7% | $10,410+61.6% | $6,712+150.6% |
| Admin fee / account holder | $6,312 | $15,393-59.0% | $12,824-50.8% | $11,409-44.7% |