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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 | $254,206 | $157,304+61.6% | $141,197+80.0% | $152,909+66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.70% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $26,809 | $5,263+409.4% | $4,736+466.1% | $4,764+462.8% |
| Participant deferral / active EE | $15,906 | $7,111+123.7% | $6,710+137.0% | $5,851+171.8% |
| Admin fee / account holder | $1,098 | $12,126-90.9% | $10,265-89.3% | $11,601-90.5% |