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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 | $335,850 | $159,934+110.0% | $147,005+128.5% | $145,959+130.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $18,904 | $5,287+257.5% | $4,934+283.1% | $4,661+305.6% |
| Participant deferral / active EE | $8,758 | $8,427+3.9% | $8,070+8.5% | $6,689+30.9% |
| Admin fee / account holder | $27,277 | $15,053+81.2% | $13,006+109.7% | $13,398+103.6% |