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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 | $336,621 | $225,673+49.2% | $203,872+65.1% | $155,188+116.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.73% | 95.91%-86.2pp | 85.11%-75.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $9,561 | $4,099+133.3% | $3,757+154.4% | $4,248+125.1% |
| Participant deferral / active EE | $11,453 | $6,893+66.1% | $6,388+79.3% | $6,531+75.4% |
| Admin fee / account holder | $1,823 | $12,327-85.2% | $11,730-84.5% | $14,480-87.4% |