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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 | $342,970 | $227,399+50.8% | $189,758+80.7% | $198,609+72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.83% | 61.03%-51.2pp | 52.62%-42.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $18,940 | $5,526+242.7% | $4,767+297.4% | $5,055+274.7% |
| Participant deferral / active EE | $13,269 | $6,837+94.1% | $5,856+126.6% | $6,977+90.2% |
| Admin fee / account holder | $2,054 | $25,162-91.8% | $20,388-89.9% | $19,030-89.2% |