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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 | $347,087 | $148,629+133.5% | $135,982+155.2% | $139,487+148.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.00% | 79.33%-49.3pp | 68.32%-38.3pp | 373.84%-343.8pp |
| Employer contribution / active EE | $19,360 | $5,247+269.0% | $4,859+298.4% | $4,755+307.2% |
| Participant deferral / active EE | $11,250 | $8,102+38.8% | $7,760+45.0% | $6,713+67.6% |
| Admin fee / account holder | $3,497 | $12,406-71.8% | $10,767-67.5% | $11,407-69.3% |