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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 | $331,386 | $148,629+123.0% | $135,982+143.7% | $139,487+137.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.31% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $6,712 | $5,247+27.9% | $4,859+38.1% | $4,755+41.2% |
| Participant deferral / active EE | $17,464 | $8,102+115.5% | $7,760+125.1% | $6,713+160.2% |
| Admin fee / account holder | $25,421 | $12,406+104.9% | $10,767+136.1% | $11,407+122.8% |