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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 | $316,355 | $148,623+112.9% | $135,974+132.7% | $139,466+126.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.40% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $12,145 | $5,246+131.5% | $4,859+150.0% | $4,754+155.5% |
| Participant deferral / active EE | $11,381 | $8,103+40.5% | $7,760+46.7% | $6,712+69.6% |
| Admin fee / account holder | $1,598 | $12,406-87.1% | $10,767-85.2% | $11,409-86.0% |