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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 | $436,111 | $148,623+193.4% | $135,974+220.7% | $139,466+212.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.82% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $17,577 | $5,246+235.0% | $4,859+261.7% | $4,754+269.7% |
| Participant deferral / active EE | $3,735 | $8,103-53.9% | $7,760-51.9% | $6,712-44.4% |
| Admin fee / account holder | $2,630 | $12,406-78.8% | $10,767-75.6% | $11,409-76.9% |