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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 | $287,026 | $175,259+63.8% | $149,723+91.7% | $139,487+105.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 166.82%-150.0pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $16,858 | $5,478+207.7% | $4,821+249.7% | $4,755+254.6% |
| Participant deferral / active EE | $10,660 | $6,522+63.5% | $5,682+87.6% | $6,713+58.8% |
| Admin fee / account holder | $2,654 | $16,158-83.6% | $13,215-79.9% | $11,407-76.7% |