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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 | $343,609 | $227,566+51.0% | $189,558+81.3% | $167,518+105.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 15.81% | 78.43%-62.6pp | 64.19%-48.4pp | 478.71%-462.9pp |
| Employer contribution / active EE | $13,709 | $5,316+157.9% | $4,412+210.7% | $4,838+183.3% |
| Participant deferral / active EE | $9,067 | $7,002+29.5% | $6,174+46.9% | $6,342+43.0% |
| Admin fee / account holder | $510,068 | $11,881+4193.2% | $9,809+5100.1% | $12,312+4042.7% |