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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 | $261,287 | $202,440+29.1% | $169,390+54.3% | $139,466+87.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 532.36%-520.3pp | 406.07%-394.0pp | 373.66%-361.6pp |
| Employer contribution / active EE | $13,758 | $4,693+193.2% | $4,013+242.9% | $4,754+189.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,806 | $10,722-64.5% | $9,015-57.8% | $11,409-66.6% |