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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 | $262,798 | $157,296+67.1% | $141,191+86.1% | $152,897+71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $16,297 | $5,262+209.7% | $4,736+244.1% | $4,764+242.1% |
| Participant deferral / active EE | $16,583 | $7,111+133.2% | $6,710+147.1% | $5,851+183.4% |
| Admin fee / account holder | $22,441 | $12,125+85.1% | $10,264+118.6% | $11,599+93.5% |