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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 | $286,093 | $160,040+78.8% | $147,096+94.5% | $145,877+96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,159 | $5,289-59.2% | $4,936-56.3% | $4,663-53.7% |
| Participant deferral / active EE | $20,933 | $8,429+148.4% | $8,071+159.4% | $6,691+212.9% |
| Admin fee / account holder | $1,345 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |