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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 | $389,670 | $148,623+162.2% | $135,974+186.6% | $139,466+179.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.47% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $11,808 | $5,246+125.1% | $4,859+143.0% | $4,754+148.4% |
| Participant deferral / active EE | $17,795 | $8,103+119.6% | $7,760+129.3% | $6,712+165.1% |
| Admin fee / account holder | $9,699 | $12,406-21.8% | $10,767-9.9% | $11,409-15.0% |