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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 | $354,979 | $148,582+138.9% | $135,942+161.1% | $139,456+154.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.39% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $4,552 | $5,245-13.2% | $4,858-6.3% | $4,753-4.2% |
| Participant deferral / active EE | $20,300 | $8,101+150.6% | $7,759+161.6% | $6,711+202.5% |
| Admin fee / account holder | $1,218 | $12,402-90.2% | $10,764-88.7% | $11,407-89.3% |