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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 | $302,258 | $157,296+92.2% | $141,191+114.1% | $152,897+97.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.01% | 64.34%-49.3pp | 71.41%-56.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $9,539 | $5,262+81.3% | $4,736+101.4% | $4,764+100.3% |
| Participant deferral / active EE | $8,662 | $7,111+21.8% | $6,710+29.1% | $5,851+48.0% |
| Admin fee / account holder | $63,886 | $12,125+426.9% | $10,264+522.4% | $11,599+450.8% |