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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 | $258,270 | $152,619+69.2% | $125,195+106.3% | $152,909+68.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.43% | 54.85%-28.4pp | 43.79%-17.4pp | 345.46%-319.0pp |
| Employer contribution / active EE | $13,696 | $4,947+176.8% | $3,866+254.3% | $4,764+187.5% |
| Participant deferral / active EE | $13,903 | $5,869+136.9% | $4,937+181.6% | $5,851+137.6% |
| Admin fee / account holder | $1,068 | $13,437-92.1% | $9,704-89.0% | $11,601-90.8% |