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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 | $252,501 | $148,582+69.9% | $135,942+85.7% | $139,456+81.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.01% | 79.26%-61.2pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $6,099 | $5,245+16.3% | $4,858+25.6% | $4,753+28.3% |
| Participant deferral / active EE | $17,456 | $8,101+115.5% | $7,759+125.0% | $6,711+160.1% |
| Admin fee / account holder | $729 | $12,402-94.1% | $10,764-93.2% | $11,407-93.6% |