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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 | $250,860 | $175,259+43.1% | $149,723+67.5% | $139,487+79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 166.82%-155.2pp | 134.50%-122.8pp | 373.84%-362.2pp |
| Employer contribution / active EE | $20,023 | $5,478+265.5% | $4,821+315.3% | $4,755+321.1% |
| Participant deferral / active EE | $11,300 | $6,522+73.3% | $5,682+98.9% | $6,713+68.3% |
| Admin fee / account holder | $1,129 | $16,158-93.0% | $13,215-91.5% | $11,407-90.1% |