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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 | $294,184 | $176,105+67.0% | $159,474+84.5% | $167,536+75.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.25% | 331.91%-313.7pp | 263.68%-245.4pp | 478.82%-460.6pp |
| Employer contribution / active EE | $26,410 | $5,299+398.4% | $4,831+446.7% | $4,839+445.8% |
| Participant deferral / active EE | $12,821 | $7,751+65.4% | $7,353+74.4% | $6,342+102.1% |
| Admin fee / account holder | $575 | $12,559-95.4% | $10,802-94.7% | $12,315-95.3% |