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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 | $306,284 | $148,623+106.1% | $135,974+125.3% | $139,466+119.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.27% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $14,855 | $5,246+183.1% | $4,859+205.7% | $4,754+212.5% |
| Participant deferral / active EE | $9,927 | $8,103+22.5% | $7,760+27.9% | $6,712+47.9% |
| Admin fee / account holder | $5,437 | $12,406-56.2% | $10,767-49.5% | $11,409-52.3% |