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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 | $372,206 | $148,623+150.4% | $135,974+173.7% | $139,466+166.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.47% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $16,591 | $5,246+216.2% | $4,859+241.4% | $4,754+249.0% |
| Participant deferral / active EE | $22,500 | $8,103+177.7% | $7,760+189.9% | $6,712+235.2% |
| Admin fee / account holder | $8,386 | $12,406-32.4% | $10,767-22.1% | $11,409-26.5% |