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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 | $266,394 | $148,623+79.2% | $135,974+95.9% | $139,466+91.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.22% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $4,334 | $5,246-17.4% | $4,859-10.8% | $4,754-8.8% |
| Participant deferral / active EE | $10,556 | $8,103+30.3% | $7,760+36.0% | $6,712+57.3% |
| Admin fee / account holder | $5,994 | $12,406-51.7% | $10,767-44.3% | $11,409-47.5% |