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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 | $409,295 | $227,399+80.0% | $189,758+115.7% | $198,609+106.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.50% | 61.03%-46.5pp | 52.62%-38.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $14,682 | $5,526+165.7% | $4,767+208.0% | $5,055+190.4% |
| Participant deferral / active EE | $8,701 | $6,837+27.3% | $5,856+48.6% | $6,977+24.7% |
| Admin fee / account holder | $1,651 | $25,162-93.4% | $20,388-91.9% | $19,030-91.3% |