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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 | $340,923 | $157,296+116.7% | $141,191+141.5% | $152,897+123.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.18% | 64.34%-48.2pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $15,798 | $5,262+200.2% | $4,736+233.6% | $4,764+231.7% |
| Participant deferral / active EE | $8,995 | $7,111+26.5% | $6,710+34.0% | $5,851+53.7% |
| Admin fee / account holder | $334 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |