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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 | $314,041 | $148,582+111.4% | $135,942+131.0% | $139,456+125.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.26%-60.1pp | 68.28%-49.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $11,684 | $5,245+122.8% | $4,858+140.5% | $4,753+145.8% |
| Participant deferral / active EE | $7,276 | $8,101-10.2% | $7,759-6.2% | $6,711+8.4% |
| Admin fee / account holder | $882 | $12,402-92.9% | $10,764-91.8% | $11,407-92.3% |