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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 | $328,689 | $125,184+162.6% | $105,607+211.2% | $145,884+125.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.33% | 225.00%-210.7pp | 116.11%-101.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $14,587 | $3,720+292.1% | $3,167+360.6% | $4,662+212.9% |
| Participant deferral / active EE | $14,651 | $5,714+156.4% | $5,011+192.4% | $6,690+119.0% |
| Admin fee / account holder | $6,841 | $17,133-60.1% | $10,958-37.6% | $13,392-48.9% |