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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 | $382,466 | $148,623+157.3% | $135,974+181.3% | $139,466+174.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.34% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $13,388 | $5,246+155.2% | $4,859+175.5% | $4,754+181.6% |
| Participant deferral / active EE | $24,183 | $8,103+198.5% | $7,760+211.6% | $6,712+260.3% |
| Admin fee / account holder | $6,400 | $12,406-48.4% | $10,767-40.6% | $11,409-43.9% |