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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 | $314,207 | $72,071+336.0% | $68,368+359.6% | $137,256+128.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.12% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $11,351 | $2,788+307.1% | $2,649+328.5% | $4,156+173.1% |
| Participant deferral / active EE | $7,235 | $4,410+64.1% | $4,123+75.5% | $6,407+12.9% |
| Admin fee / account holder | $610 | $5,336-88.6% | $5,150-88.1% | $12,270-95.0% |