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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 | $445,017 | $148,623+199.4% | $135,974+227.3% | $139,466+219.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.86% | 79.30%-56.4pp | 68.30%-45.4pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,268 | $5,246-56.8% | $4,859-53.3% | $4,754-52.3% |
| Participant deferral / active EE | $20,874 | $8,103+157.6% | $7,760+169.0% | $6,712+211.0% |
| Admin fee / account holder | $3,443 | $12,406-72.2% | $10,767-68.0% | $11,409-69.8% |