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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 | $387,493 | $176,120+120.0% | $159,487+143.0% | $167,553+131.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.81% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $5,759 | $5,299+8.7% | $4,831+19.2% | $4,840+19.0% |
| Participant deferral / active EE | $14,120 | $7,752+82.2% | $7,354+92.0% | $6,343+122.6% |
| Admin fee / account holder | $330 | $12,561-97.4% | $10,804-96.9% | $12,316-97.3% |