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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 | $305,693 | $197,594+54.7% | $177,822+71.9% | $158,931+92.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.37% | 58.76%-42.4pp | 48.32%-31.9pp | 302.86%-286.5pp |
| Employer contribution / active EE | $17,644 | $6,697+163.4% | $5,918+198.1% | $4,761+270.6% |
| Participant deferral / active EE | $7,880 | $8,405-6.2% | $7,714+2.2% | $5,982+31.7% |
| Admin fee / account holder | $135,020 | $15,400+776.8% | $12,428+986.4% | $11,247+1100.5% |