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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 | $274,509 | $160,070+71.5% | $147,117+86.6% | $145,897+88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $8,892 | $5,285+68.3% | $4,932+80.3% | $4,663+90.7% |
| Participant deferral / active EE | $16,748 | $8,419+98.9% | $8,065+107.7% | $6,689+150.4% |
| Admin fee / account holder | $8,710 | $15,035-42.1% | $12,993-33.0% | $13,390-35.0% |