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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 | $280,964 | $148,629+89.0% | $135,982+106.6% | $139,487+101.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.36% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $10,316 | $5,247+96.6% | $4,859+112.3% | $4,755+117.0% |
| Participant deferral / active EE | $4,296 | $8,102-47.0% | $7,760-44.6% | $6,713-36.0% |
| Admin fee / account holder | $17,934 | $12,406+44.6% | $10,767+66.6% | $11,407+57.2% |