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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 | $365,955 | $148,623+146.2% | $135,974+169.1% | $139,466+162.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.16% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $6,262 | $5,246+19.4% | $4,859+28.9% | $4,754+31.7% |
| Participant deferral / active EE | $11,946 | $8,103+47.4% | $7,760+53.9% | $6,712+78.0% |
| Admin fee / account holder | $173,739 | $12,406+1300.5% | $10,767+1513.7% | $11,409+1422.9% |