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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 | $319,293 | $160,040+99.5% | $147,096+117.1% | $145,877+118.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.40% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $15,548 | $5,289+193.9% | $4,936+215.0% | $4,663+233.4% |
| Participant deferral / active EE | $15,510 | $8,429+84.0% | $8,071+92.2% | $6,691+131.8% |
| Admin fee / account holder | $11,055 | $15,050-26.5% | $13,005-15.0% | $13,402-17.5% |