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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 | $274,267 | $148,582+84.6% | $135,942+101.8% | $139,456+96.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.26%-60.1pp | 68.28%-49.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $7,411 | $5,245+41.3% | $4,858+52.6% | $4,753+55.9% |
| Participant deferral / active EE | $12,392 | $8,101+53.0% | $7,759+59.7% | $6,711+84.6% |
| Admin fee / account holder | $1,573 | $12,402-87.3% | $10,764-85.4% | $11,407-86.2% |