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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 | $330,347 | $183,627+79.9% | $155,602+112.3% | $145,978+126.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,987 | $5,316-62.6% | $4,675-57.5% | $4,662-57.4% |
| Participant deferral / active EE | $6,786 | $6,466+5.0% | $5,629+20.6% | $6,690+1.4% |
| Admin fee / account holder | $196,840 | $19,327+918.5% | $15,923+1136.2% | $13,400+1368.9% |