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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 | $434,834 | $223,823+94.3% | $211,142+105.9% | $154,746+181.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.43% | 50.39%-40.0pp | 46.84%-36.4pp | 172.34%-161.9pp |
| Employer contribution / active EE | $8,550 | $6,787+26.0% | $6,442+32.7% | $4,379+95.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,500 | $19,707-77.2% | $19,076-76.4% | $14,365-68.7% |