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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 | $148,629+76.2% | $135,982+92.6% | $139,487+87.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,414 | $5,247-34.9% | $4,859-29.7% | $4,755-28.2% |
| Participant deferral / active EE | $13,931 | $8,102+71.9% | $7,760+79.5% | $6,713+107.5% |
| Admin fee / account holder | $332 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |