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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 | $262,974 | $144,130+82.5% | $117,861+123.1% | $147,586+78.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.34% | 531.20%-520.9pp | 335.11%-324.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $16,734 | $4,897+241.7% | $3,786+342.0% | $4,876+243.2% |
| Participant deferral / active EE | $14,936 | $5,316+180.9% | $4,482+233.2% | $5,439+174.6% |
| Admin fee / account holder | $3,256 | $10,887-70.1% | $8,021-59.4% | $10,886-70.1% |