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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 | $348,123 | $148,629+134.2% | $135,982+156.0% | $139,487+149.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.31% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $30,019 | $5,247+472.2% | $4,859+517.8% | $4,755+531.4% |
| Participant deferral / active EE | $6,000 | $8,102-25.9% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $24,463 | $12,406+97.2% | $10,767+127.2% | $11,407+114.4% |