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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 | $273,049 | $157,296+73.6% | $141,191+93.4% | $152,897+78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.03% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $14,335 | $5,262+172.4% | $4,736+202.7% | $4,764+200.9% |
| Participant deferral / active EE | $9,610 | $7,111+35.2% | $6,710+43.2% | $5,851+64.3% |
| Admin fee / account holder | $11,640 | $12,125-4.0% | $10,264+13.4% | $11,599+0.4% |