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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 | $290,219 | $171,492+69.2% | $150,734+92.5% | $198,609+46.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.95% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $4,795 | $5,470-12.3% | $4,918-2.5% | $5,055-5.1% |
| Participant deferral / active EE | $16,775 | $6,259+168.0% | $5,610+199.0% | $6,977+140.4% |
| Admin fee / account holder | $55,970 | $17,628+217.5% | $14,905+275.5% | $19,030+194.1% |