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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 | $282,013 | $106,008+166.0% | $92,240+205.7% | $147,586+91.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.21% | 50.05%-31.8pp | 176.29%-158.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,680+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $18,000 | $4,478+301.9% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $2,292 | $6,333-63.8% | $5,194-55.9% | $10,886-78.9% |