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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 | $297,325 | $157,276+89.0% | $141,177+110.6% | $152,885+94.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.66% | 64.33%-43.7pp | 71.40%-50.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $9,606 | $5,262+82.6% | $4,736+102.8% | $4,763+101.7% |
| Participant deferral / active EE | $10,009 | $7,110+40.8% | $6,710+49.2% | $5,851+71.1% |
| Admin fee / account holder | $1,063 | $12,123-91.2% | $10,263-89.6% | $11,598-90.8% |