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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 | $288,286 | $148,629+94.0% | $135,982+112.0% | $139,487+106.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.53% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $4,076 | $5,247-22.3% | $4,859-16.1% | $4,755-14.3% |
| Participant deferral / active EE | $13,571 | $8,102+67.5% | $7,760+74.9% | $6,713+102.2% |
| Admin fee / account holder | $107,315 | $12,406+765.0% | $10,767+896.7% | $11,407+840.8% |