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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 | $254,966 | $129,737+96.5% | $119,126+114.0% | $154,746+64.8% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 11.54% | 379.08%-367.5pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $25,429 | $4,375+481.3% | $4,034+530.4% | $4,379+480.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,274 | $11,961-81.0% | $10,693-78.7% | $14,365-84.2% |