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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 | $380,636 | $157,304+142.0% | $141,197+169.6% | $152,909+148.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.90% | 64.34%-49.4pp | 71.41%-56.5pp | 345.46%-330.6pp |
| Employer contribution / active EE | $9,194 | $5,263+74.7% | $4,736+94.1% | $4,764+93.0% |
| Participant deferral / active EE | $10,104 | $7,111+42.1% | $6,710+50.6% | $5,851+72.7% |
| Admin fee / account holder | $12,891 | $12,126+6.3% | $10,265+25.6% | $11,601+11.1% |