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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 | $269,016 | $129,737+107.4% | $119,126+125.8% | $154,746+73.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.36% | 379.08%-368.7pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $9,723 | $4,375+122.2% | $4,034+141.0% | $4,379+122.0% |
| Participant deferral / active EE | $10,695 | $5,842+83.1% | $5,318+101.1% | $6,730+58.9% |
| Admin fee / account holder | $474 | $11,961-96.0% | $10,693-95.6% | $14,365-96.7% |