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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 | $320,155 | $196,972+62.5% | $182,262+75.7% | $198,609+61.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.65% | 158.27%-141.6pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $13,779 | $5,364+156.9% | $5,046+173.1% | $5,055+172.6% |
| Participant deferral / active EE | $9,950 | $8,643+15.1% | $8,276+20.2% | $6,977+42.6% |
| Admin fee / account holder | $1,060 | $18,429-94.2% | $16,712-93.7% | $19,030-94.4% |