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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 | $258,396 | $160,070+61.4% | $147,117+75.6% | $145,897+77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $25,740 | $5,285+387.1% | $4,932+421.8% | $4,663+452.1% |
| Participant deferral / active EE | $9,961 | $8,419+18.3% | $8,065+23.5% | $6,689+48.9% |
| Admin fee / account holder | $4,094 | $15,035-72.8% | $12,993-68.5% | $13,390-69.4% |