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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 | $294,901 | $129,737+127.3% | $119,126+147.6% | $154,746+90.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.94% | 379.08%-359.1pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $10,365 | $4,375+136.9% | $4,034+157.0% | $4,379+136.7% |
| Participant deferral / active EE | $11,167 | $5,842+91.1% | $5,318+110.0% | $6,730+65.9% |
| Admin fee / account holder | $1,966 | $11,961-83.6% | $10,693-81.6% | $14,365-86.3% |