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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 | $315,226 | $124,330+153.5% | $109,173+188.7% | $167,536+88.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.31% | 26.04%-5.7pp | 25.75%-5.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $13,018 | $4,209+209.3% | $3,723+249.7% | $4,839+169.0% |
| Participant deferral / active EE | $4,844 | $5,256-7.8% | $4,654+4.1% | $6,342-23.6% |
| Admin fee / account holder | $6,278 | $7,974-21.3% | $6,755-7.1% | $12,315-49.0% |