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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 | $334,150 | $148,629+124.8% | $135,982+145.7% | $139,487+139.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.87% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $14,941 | $5,247+184.8% | $4,859+207.5% | $4,755+214.2% |
| Participant deferral / active EE | $9,104 | $8,102+12.4% | $7,760+17.3% | $6,713+35.6% |
| Admin fee / account holder | $4,847 | $12,406-60.9% | $10,767-55.0% | $11,407-57.5% |