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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 | $295,344 | $217,432+35.8% | $185,849+58.9% | $167,536+76.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.79% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $18,631 | $5,875+217.1% | $5,169+260.5% | $4,839+285.0% |
| Participant deferral / active EE | $20,309 | $6,357+219.5% | $5,569+264.7% | $6,342+220.2% |
| Admin fee / account holder | $26,158 | $19,818+32.0% | $16,244+61.0% | $12,315+112.4% |