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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 | $371,599 | $103,038+260.6% | $90,324+311.4% | $152,909+143.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.65% | 95.25%-74.6pp | 78.15%-57.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $12,863 | $3,141+309.6% | $2,856+350.4% | $4,764+170.0% |
| Participant deferral / active EE | $14,019 | $4,282+227.4% | $3,885+260.8% | $5,851+139.6% |
| Admin fee / account holder | $744 | $6,177-88.0% | $5,356-86.1% | $11,601-93.6% |