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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 | $269,311 | $152,619+76.5% | $125,195+115.1% | $152,909+76.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.77% | 54.85%-33.1pp | 43.79%-22.0pp | 345.46%-323.7pp |
| Employer contribution / active EE | $9,590 | $4,947+93.8% | $3,866+148.1% | $4,764+101.3% |
| Participant deferral / active EE | $10,866 | $5,869+85.2% | $4,937+120.1% | $5,851+85.7% |
| Admin fee / account holder | $306 | $13,437-97.7% | $9,704-96.8% | $11,601-97.4% |