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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 | $260,915 | $160,040+63.0% | $147,096+77.4% | $145,877+78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $7,038 | $5,289+33.1% | $4,936+42.6% | $4,663+50.9% |
| Participant deferral / active EE | $28,896 | $8,429+242.8% | $8,071+258.0% | $6,691+331.9% |
| Admin fee / account holder | $56,283 | $15,050+274.0% | $13,005+332.8% | $13,402+320.0% |