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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 | $277,013 | $148,623+86.4% | $135,974+103.7% | $139,466+98.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.48% | 79.30%-54.8pp | 68.30%-43.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $23,880 | $5,246+355.2% | $4,859+391.5% | $4,754+402.3% |
| Participant deferral / active EE | $5,981 | $8,103-26.2% | $7,760-22.9% | $6,712-10.9% |
| Admin fee / account holder | $1,094 | $12,406-91.2% | $10,767-89.8% | $11,409-90.4% |