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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 | $335,497 | $148,623+125.7% | $135,974+146.7% | $139,466+140.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,593 | $5,246-31.5% | $4,859-26.1% | $4,754-24.4% |
| Participant deferral / active EE | $6,118 | $8,103-24.5% | $7,760-21.2% | $6,712-8.9% |
| Admin fee / account holder | $80,169 | $12,406+546.2% | $10,767+644.6% | $11,409+602.7% |