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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 | $283,684 | $157,304+80.3% | $141,197+100.9% | $152,909+85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.50% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $10,954 | $5,263+108.1% | $4,736+131.3% | $4,764+129.9% |
| Participant deferral / active EE | $9,782 | $7,111+37.6% | $6,710+45.8% | $5,851+67.2% |
| Admin fee / account holder | $2,801 | $12,126-76.9% | $10,265-72.7% | $11,601-75.9% |