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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 | $327,850 | $148,582+120.7% | $135,942+141.2% | $139,456+135.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.24% | 79.26%-53.0pp | 68.28%-42.0pp | 373.45%-347.2pp |
| Employer contribution / active EE | $5,550 | $5,245+5.8% | $4,858+14.3% | $4,753+16.8% |
| Participant deferral / active EE | $24,000 | $8,101+196.2% | $7,759+209.3% | $6,711+257.6% |
| Admin fee / account holder | $2,467 | $12,402-80.1% | $10,764-77.1% | $11,407-78.4% |