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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 | $372,681 | $148,629+150.7% | $135,982+174.1% | $139,487+167.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.84% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $9,173 | $5,247+74.8% | $4,859+88.8% | $4,755+92.9% |
| Participant deferral / active EE | $19,027 | $8,102+134.8% | $7,760+145.2% | $6,713+183.5% |
| Admin fee / account holder | $44,424 | $12,406+258.1% | $10,767+312.6% | $11,407+289.4% |