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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 | $276,849 | $148,623+86.3% | $135,974+103.6% | $139,466+98.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.08% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,636 | $5,246-68.8% | $4,859-66.3% | $4,754-65.6% |
| Participant deferral / active EE | $12,082 | $8,103+49.1% | $7,760+55.7% | $6,712+80.0% |
| Admin fee / account holder | $1,707 | $12,406-86.2% | $10,767-84.1% | $11,409-85.0% |