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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 | $349,718 | $225,673+55.0% | $203,872+71.5% | $155,188+125.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 13.04% | 95.91%-82.9pp | 85.11%-72.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $27,441 | $4,099+569.5% | $3,757+630.3% | $4,248+546.0% |
| Participant deferral / active EE | $22,355 | $6,893+224.3% | $6,388+250.0% | $6,531+242.3% |
| Admin fee / account holder | $1,939 | $12,327-84.3% | $11,730-83.5% | $14,480-86.6% |