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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 | $265,338 | $148,629+78.5% | $135,982+95.1% | $139,487+90.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.84% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $10,790 | $5,247+105.7% | $4,859+122.1% | $4,755+126.9% |
| Participant deferral / active EE | $8,500 | $8,102+4.9% | $7,760+9.5% | $6,713+26.6% |
| Admin fee / account holder | $58,654 | $12,406+372.8% | $10,767+444.7% | $11,407+414.2% |