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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 | $276,969 | $148,629+86.3% | $135,982+103.7% | $139,487+98.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.80% | 79.33%-58.5pp | 68.32%-47.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $15,988 | $5,247+204.7% | $4,859+229.0% | $4,755+236.2% |
| Participant deferral / active EE | $7,636 | $8,102-5.8% | $7,760-1.6% | $6,713+13.8% |
| Admin fee / account holder | $1,469 | $12,406-88.2% | $10,767-86.4% | $11,407-87.1% |