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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 | $294,363 | $154,193+90.9% | $130,045+126.4% | $139,466+111.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.70% | 32.51%-13.8pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $29,000 | $5,292+448.0% | $4,321+571.1% | $4,754+510.0% |
| Participant deferral / active EE | $19,027 | $6,709+183.6% | $5,820+226.9% | $6,712+183.5% |
| Admin fee / account holder | $310 | $13,989-97.8% | $10,600-97.1% | $11,409-97.3% |