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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 | $268,871 | $90,486+197.1% | $78,676+241.7% | $273,972-1.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $10,530 | $3,175+231.7% | $2,850+269.5% | $4,869+116.3% |
| Participant deferral / active EE | $6,036 | $3,901+54.7% | $3,517+71.6% | $5,287+14.2% |
| Admin fee / account holder | $14,990 | $5,263+184.8% | $4,510+232.4% | $10,133+47.9% |