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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 | $321,181 | $227,399+41.2% | $189,758+69.3% | $198,609+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.06% | 61.03%-46.0pp | 52.62%-37.6pp | 202.70%-187.6pp |
| Employer contribution / active EE | $12,799 | $5,526+131.6% | $4,767+168.5% | $5,055+153.2% |
| Participant deferral / active EE | $15,539 | $6,837+127.3% | $5,856+165.4% | $6,977+122.7% |
| Admin fee / account holder | $68,890 | $25,162+173.8% | $20,388+237.9% | $19,030+262.0% |