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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 | $303,884 | $227,291+33.7% | $214,702+41.5% | $155,188+95.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.68% | 60.08%-42.4pp | 54.55%-36.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $8,331 | $6,772+23.0% | $6,461+28.9% | $4,248+96.1% |
| Participant deferral / active EE | $10,334 | $9,582+7.8% | $9,147+13.0% | $6,531+58.2% |
| Admin fee / account holder | $128,330 | $20,413+528.7% | $19,830+547.1% | $14,480+786.3% |