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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 | $284,215 | $166,268+70.9% | $165,100+72.1% | $145,897+94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.81% | 100.52%-84.7pp | 70.21%-54.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $18,985 | $5,284+259.3% | $4,348+336.6% | $4,663+307.2% |
| Participant deferral / active EE | $13,220 | $6,964+89.8% | $6,035+119.0% | $6,689+97.6% |
| Admin fee / account holder | $19,006 | $16,659+14.1% | $12,696+49.7% | $13,390+41.9% |