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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 | $380,487 | $148,623+156.0% | $135,974+179.8% | $139,466+172.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.41% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.3pp |
| Employer contribution / active EE | $11,997 | $5,246+128.7% | $4,859+146.9% | $4,754+152.4% |
| Participant deferral / active EE | $12,708 | $8,103+56.8% | $7,760+63.8% | $6,712+89.3% |
| Admin fee / account holder | $4,181 | $12,406-66.3% | $10,767-61.2% | $11,409-63.4% |