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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 | $333,302 | $148,629+124.3% | $135,982+145.1% | $139,487+138.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.95% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $5,363 | $5,247+2.2% | $4,859+10.4% | $4,755+12.8% |
| Participant deferral / active EE | $11,555 | $8,102+42.6% | $7,760+48.9% | $6,713+72.1% |
| Admin fee / account holder | $448 | $12,406-96.4% | $10,767-95.8% | $11,407-96.1% |