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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 | $280,671 | $148,623+88.8% | $135,974+106.4% | $139,466+101.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.23% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $7,138 | $5,246+36.1% | $4,859+46.9% | $4,754+50.2% |
| Participant deferral / active EE | $16,747 | $8,103+106.7% | $7,760+115.8% | $6,712+149.5% |
| Admin fee / account holder | $6,759 | $12,406-45.5% | $10,767-37.2% | $11,409-40.8% |