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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 | $258,965 | $171,492+51.0% | $150,734+71.8% | $198,609+30.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.38% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $26,656 | $5,470+387.3% | $4,918+442.0% | $5,055+427.3% |
| Participant deferral / active EE | $17,085 | $6,259+173.0% | $5,610+204.6% | $6,977+144.9% |
| Admin fee / account holder | $26,217 | $17,628+48.7% | $14,905+75.9% | $19,030+37.8% |