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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 | $295,266 | $227,399+29.8% | $189,758+55.6% | $198,609+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.98% | 61.03%-50.1pp | 52.62%-41.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $13,777 | $5,526+149.3% | $4,767+189.0% | $5,055+172.5% |
| Participant deferral / active EE | $10,995 | $6,837+60.8% | $5,856+87.8% | $6,977+57.6% |
| Admin fee / account holder | $5,980 | $25,162-76.2% | $20,388-70.7% | $19,030-68.6% |