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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 | $293,240 | $225,673+29.9% | $203,872+43.8% | $155,188+89.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.25% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $17,157 | $4,099+318.6% | $3,757+356.6% | $4,248+303.9% |
| Participant deferral / active EE | $22,884 | $6,893+232.0% | $6,388+258.3% | $6,531+250.4% |
| Admin fee / account holder | $1,921 | $12,327-84.4% | $11,730-83.6% | $14,480-86.7% |