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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 | $433,238 | $148,623+191.5% | $135,974+218.6% | $139,466+210.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.11% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.6pp |
| Employer contribution / active EE | $4,167 | $5,246-20.6% | $4,859-14.2% | $4,754-12.4% |
| Participant deferral / active EE | $3,051 | $8,103-62.4% | $7,760-60.7% | $6,712-54.6% |
| Admin fee / account holder | $1,778 | $12,406-85.7% | $10,767-83.5% | $11,409-84.4% |