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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 | $148,558+89.1% | $135,925+106.7% | $139,427+101.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.36% | 79.22%-60.9pp | 68.25%-49.9pp | 373.27%-354.9pp |
| Employer contribution / active EE | $10,316 | $5,244+96.7% | $4,857+112.4% | $4,752+117.1% |
| Participant deferral / active EE | $4,296 | $8,101-47.0% | $7,759-44.6% | $6,711-36.0% |
| Admin fee / account holder | $17,934 | $12,401+44.6% | $10,764+66.6% | $11,404+57.3% |