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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 | $304,978 | $148,629+105.2% | $135,982+124.3% | $139,487+118.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.50% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $28,656 | $5,247+446.2% | $4,859+489.7% | $4,755+502.7% |
| Participant deferral / active EE | $6,497 | $8,102-19.8% | $7,760-16.3% | $6,713-3.2% |
| Admin fee / account holder | $90,817 | $12,406+632.0% | $10,767+743.4% | $11,407+696.1% |