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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 | $392,446 | $148,582+164.1% | $135,942+188.7% | $139,456+181.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.77% | 79.26%-56.5pp | 68.28%-45.5pp | 373.45%-350.7pp |
| Employer contribution / active EE | $10,021 | $5,245+91.1% | $4,858+106.3% | $4,753+110.9% |
| Participant deferral / active EE | $17,352 | $8,101+114.2% | $7,759+123.6% | $6,711+158.5% |
| Admin fee / account holder | $175,729 | $12,402+1316.9% | $10,764+1532.5% | $11,407+1440.5% |