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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 | $435,840 | $225,673+93.1% | $203,872+113.8% | $155,188+180.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.25% | 95.91%-78.7pp | 85.11%-67.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $15,202 | $4,099+270.9% | $3,757+304.6% | $4,248+257.9% |
| Participant deferral / active EE | $2,029 | $6,893-70.6% | $6,388-68.2% | $6,531-68.9% |
| Admin fee / account holder | $957 | $12,327-92.2% | $11,730-91.8% | $14,480-93.4% |