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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 | $304,571 | $148,629+104.9% | $135,982+124.0% | $139,487+118.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $16,964 | $5,247+223.3% | $4,859+249.1% | $4,755+256.8% |
| Participant deferral / active EE | $17,677 | $8,102+118.2% | $7,760+127.8% | $6,713+163.3% |
| Admin fee / account holder | $44,490 | $12,406+258.6% | $10,767+313.2% | $11,407+290.0% |