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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 | $261,861 | $148,582+76.2% | $135,942+92.6% | $139,456+87.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 79.26%-64.5pp | 68.28%-53.6pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,414 | $5,245-34.9% | $4,858-29.7% | $4,753-28.2% |
| Participant deferral / active EE | $13,931 | $8,101+72.0% | $7,759+79.5% | $6,711+107.6% |
| Admin fee / account holder | $332 | $12,402-97.3% | $10,764-96.9% | $11,407-97.1% |