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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 | $277,405 | $144,130+92.5% | $117,861+135.4% | $147,586+88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.01% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $6,618 | $4,897+35.1% | $3,786+74.8% | $4,876+35.7% |
| Participant deferral / active EE | $10,500 | $5,316+97.5% | $4,482+134.3% | $5,439+93.1% |
| Admin fee / account holder | $2,869 | $10,887-73.6% | $8,021-64.2% | $10,886-73.6% |