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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 | $389,745 | $175,259+122.4% | $149,723+160.3% | $139,487+179.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.84% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $10,022 | $5,478+82.9% | $4,821+107.9% | $4,755+110.8% |
| Participant deferral / active EE | $14,083 | $6,522+115.9% | $5,682+147.8% | $6,713+109.8% |
| Admin fee / account holder | $2,272 | $16,158-85.9% | $13,215-82.8% | $11,407-80.1% |