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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 | $366,887 | $148,582+146.9% | $135,942+169.9% | $139,456+163.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.46% | 79.26%-62.8pp | 68.28%-51.8pp | 373.45%-357.0pp |
| Employer contribution / active EE | $19,953 | $5,245+280.4% | $4,858+310.8% | $4,753+319.8% |
| Participant deferral / active EE | $15,435 | $8,101+90.5% | $7,759+98.9% | $6,711+130.0% |
| Admin fee / account holder | $2,254 | $12,402-81.8% | $10,764-79.1% | $11,407-80.2% |