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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 | $333,652 | $115,814+188.1% | $101,275+229.5% | $158,982+109.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.80% | 56.16%-35.4pp | 46.48%-25.7pp | 302.99%-282.2pp |
| Employer contribution / active EE | $7,104 | $4,176+70.1% | $3,660+94.1% | $4,763+49.2% |
| Participant deferral / active EE | $9,357 | $4,958+88.7% | $4,371+114.1% | $5,983+56.4% |
| Admin fee / account holder | $374 | $7,249-94.8% | $5,948-93.7% | $11,252-96.7% |