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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 | $291,316 | $166,268+75.2% | $165,100+76.4% | $145,897+99.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.10% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $28,523 | $5,284+439.8% | $4,348+556.0% | $4,663+511.7% |
| Participant deferral / active EE | $17,722 | $6,964+154.5% | $6,035+193.6% | $6,689+164.9% |
| Admin fee / account holder | $1,404 | $16,659-91.6% | $12,696-88.9% | $13,390-89.5% |