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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 | $288,384 | $148,623+94.0% | $135,974+112.1% | $139,466+106.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.97% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,400 | $5,246-73.3% | $4,859-71.2% | $4,754-70.6% |
| Participant deferral / active EE | $24,063 | $8,103+197.0% | $7,760+210.1% | $6,712+258.5% |
| Admin fee / account holder | $1,761 | $12,406-85.8% | $10,767-83.6% | $11,409-84.6% |