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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 | $259,471 | $115,796+124.1% | $101,264+156.2% | $158,950+63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.99% | 56.15%-40.2pp | 46.48%-30.5pp | 302.91%-286.9pp |
| Employer contribution / active EE | $10,836 | $4,175+159.5% | $3,660+196.1% | $4,762+127.5% |
| Participant deferral / active EE | $6,776 | $4,958+36.7% | $4,370+55.0% | $5,983+13.3% |
| Admin fee / account holder | $6,251 | $7,247-13.7% | $5,947+5.1% | $11,248-44.4% |