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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 | $279,703 | $175,257+59.6% | $149,717+86.8% | $139,456+100.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.79% | 166.70%-147.9pp | 134.41%-115.6pp | 373.45%-354.7pp |
| Employer contribution / active EE | $13,581 | $5,477+148.0% | $4,820+181.8% | $4,753+185.8% |
| Participant deferral / active EE | $7,493 | $6,521+14.9% | $5,682+31.9% | $6,711+11.6% |
| Admin fee / account holder | $1,233 | $16,156-92.4% | $13,213-90.7% | $11,407-89.2% |