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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 | $160,040+60.5% | $147,096+74.6% | $145,877+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $10,391 | $5,289+96.4% | $4,936+110.5% | $4,663+122.8% |
| Participant deferral / active EE | $16,437 | $8,429+95.0% | $8,071+103.6% | $6,691+145.7% |
| Admin fee / account holder | $691 | $15,050-95.4% | $13,005-94.7% | $13,402-94.8% |