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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 | $381,526 | $148,629+156.7% | $135,982+180.6% | $139,487+173.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.70% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $12,204 | $5,247+132.6% | $4,859+151.2% | $4,755+156.7% |
| Participant deferral / active EE | $11,803 | $8,102+45.7% | $7,760+52.1% | $6,713+75.8% |
| Admin fee / account holder | $2,135 | $12,406-82.8% | $10,767-80.2% | $11,407-81.3% |