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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 | $285,504 | $149,679+90.7% | $117,039+143.9% | $147,586+93.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.76% | 19.31%-5.6pp | 18.95%-5.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $16,574 | $4,937+235.7% | $3,785+337.9% | $4,876+239.9% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $3,929+103.6% | $5,439+47.1% |
| Admin fee / account holder | $1,890 | $7,856-75.9% | $5,974-68.4% | $10,886-82.6% |