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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 | $292,898 | $148,629+97.1% | $135,982+115.4% | $139,487+110.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.25% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $12,209 | $5,247+132.7% | $4,859+151.3% | $4,755+156.8% |
| Participant deferral / active EE | $9,295 | $8,102+14.7% | $7,760+19.8% | $6,713+38.5% |
| Admin fee / account holder | $2,236 | $12,406-82.0% | $10,767-79.2% | $11,407-80.4% |