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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 | $340,107 | $148,623+128.8% | $135,974+150.1% | $139,466+143.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $10,661 | $5,246+103.2% | $4,859+119.4% | $4,754+124.2% |
| Participant deferral / active EE | $11,834 | $8,103+46.0% | $7,760+52.5% | $6,712+76.3% |
| Admin fee / account holder | $116,426 | $12,406+838.5% | $10,767+981.4% | $11,409+920.5% |