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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 | $256,813 | $160,070+60.4% | $147,117+74.6% | $145,897+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $10,391 | $5,285+96.6% | $4,932+110.7% | $4,663+122.9% |
| Participant deferral / active EE | $16,437 | $8,419+95.2% | $8,065+103.8% | $6,689+145.7% |
| Admin fee / account holder | $691 | $15,035-95.4% | $12,993-94.7% | $13,390-94.8% |