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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 | $330,717 | $148,582+122.6% | $135,942+143.3% | $139,456+137.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.47% | 79.26%-64.8pp | 68.28%-53.8pp | 373.45%-359.0pp |
| Employer contribution / active EE | $18,150 | $5,245+246.1% | $4,858+273.6% | $4,753+281.9% |
| Participant deferral / active EE | $17,750 | $8,101+119.1% | $7,759+128.8% | $6,711+164.5% |
| Admin fee / account holder | $1,313 | $12,402-89.4% | $10,764-87.8% | $11,407-88.5% |