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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 | $406,179 | $148,623+173.3% | $135,974+198.7% | $139,466+191.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.00% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $21,797 | $5,246+315.5% | $4,859+348.6% | $4,754+358.5% |
| Participant deferral / active EE | $14,870 | $8,103+83.5% | $7,760+91.6% | $6,712+121.5% |
| Admin fee / account holder | $12,593 | $12,406+1.5% | $10,767+17.0% | $11,409+10.4% |