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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 | $340,767 | $183,592+85.6% | $155,574+119.0% | $145,877+133.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,412 | $5,317-73.4% | $4,676-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $10,857 | $6,466+67.9% | $5,629+92.9% | $6,691+62.3% |
| Admin fee / account holder | $183,080 | $19,316+847.8% | $15,914+1050.4% | $13,402+1266.1% |