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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 | $269,367 | $138,076+95.1% | $123,553+118.0% | $135,380+99.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.12% | 153.70%-128.6pp | 119.21%-94.1pp | 519.81%-494.7pp |
| Employer contribution / active EE | $7,107 | $5,152+38.0% | $4,628+53.6% | $4,779+48.7% |
| Participant deferral / active EE | $10,343 | $6,800+52.1% | $6,426+61.0% | $5,609+84.4% |
| Admin fee / account holder | $926 | $10,917-91.5% | $9,284-90.0% | $10,828-91.5% |