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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 | $316,379 | $148,582+112.9% | $135,942+132.7% | $139,456+126.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 79.26%-64.6pp | 68.28%-53.6pp | 373.45%-358.8pp |
| Employer contribution / active EE | $7,537 | $5,245+43.7% | $4,858+55.2% | $4,753+58.6% |
| Participant deferral / active EE | $17,645 | $8,101+117.8% | $7,759+127.4% | $6,711+162.9% |
| Admin fee / account holder | $55,216 | $12,402+345.2% | $10,764+413.0% | $11,407+384.1% |