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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 | $274,261 | $160,028+71.4% | $147,080+86.5% | $145,884+88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 98.60%-87.6pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $9,991 | $5,286+89.0% | $4,933+102.5% | $4,662+114.3% |
| Participant deferral / active EE | $18,499 | $8,422+119.6% | $8,066+129.3% | $6,690+176.5% |
| Admin fee / account holder | $2,633 | $15,030-82.5% | $12,989-79.7% | $13,392-80.3% |