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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 | $284,566 | $166,131+71.3% | $164,975+72.5% | $145,877+95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.13% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.2pp |
| Employer contribution / active EE | $21,548 | $5,276+308.5% | $4,343+396.2% | $4,663+362.1% |
| Participant deferral / active EE | $4,706 | $6,962-32.4% | $6,033-22.0% | $6,691-29.7% |
| Admin fee / account holder | $1,302 | $16,648-92.2% | $12,688-89.7% | $13,402-90.3% |