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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 | $260,694 | $171,492+52.0% | $150,734+72.9% | $198,609+31.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.94% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $10,446 | $5,470+91.0% | $4,918+112.4% | $5,055+106.6% |
| Participant deferral / active EE | $20,925 | $6,259+234.3% | $5,610+273.0% | $6,977+199.9% |
| Admin fee / account holder | $1,575 | $17,628-91.1% | $14,905-89.4% | $19,030-91.7% |