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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 | $350,404 | $176,794+98.2% | $146,647+138.9% | $167,553+109.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.67% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $6,295 | $5,161+22.0% | $4,137+52.2% | $4,840+30.1% |
| Participant deferral / active EE | $14,647 | $6,440+127.4% | $5,506+166.0% | $6,343+130.9% |
| Admin fee / account holder | $539 | $13,262-95.9% | $10,281-94.8% | $12,316-95.6% |