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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 | $279,985 | $134,817+107.7% | $123,973+125.8% | $155,188+80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.42% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $14,954 | $4,425+237.9% | $4,126+262.4% | $4,248+252.0% |
| Participant deferral / active EE | $23,682 | $5,706+315.0% | $5,247+351.3% | $6,531+262.6% |
| Admin fee / account holder | $5,215 | $13,245-60.6% | $11,799-55.8% | $14,480-64.0% |