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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 | $254,578 | $176,120+44.5% | $159,487+59.6% | $167,553+51.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.05% | 331.95%-321.9pp | 263.71%-253.7pp | 478.89%-468.8pp |
| Employer contribution / active EE | $17,133 | $5,299+223.3% | $4,831+254.6% | $4,840+254.0% |
| Participant deferral / active EE | $14,040 | $7,752+81.1% | $7,354+90.9% | $6,343+121.4% |
| Admin fee / account holder | $2,155 | $12,561-82.8% | $10,804-80.1% | $12,316-82.5% |