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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 | $351,308 | $148,623+136.4% | $135,974+158.4% | $139,466+151.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $12,635 | $5,246+140.8% | $4,859+160.0% | $4,754+165.8% |
| Participant deferral / active EE | $15,219 | $8,103+87.8% | $7,760+96.1% | $6,712+126.8% |
| Admin fee / account holder | $816 | $12,406-93.4% | $10,767-92.4% | $11,409-92.8% |