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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 | $348,640 | $148,623+134.6% | $135,974+156.4% | $139,466+150.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.99% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $11,643 | $5,246+121.9% | $4,859+139.6% | $4,754+144.9% |
| Participant deferral / active EE | $13,839 | $8,103+70.8% | $7,760+78.3% | $6,712+106.2% |
| Admin fee / account holder | $6,453 | $12,406-48.0% | $10,767-40.1% | $11,409-43.4% |