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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 | $273,152 | $159,934+70.8% | $147,005+85.8% | $145,959+87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $27,931 | $5,287+428.3% | $4,934+466.1% | $4,661+499.3% |
| Participant deferral / active EE | $30,923 | $8,427+266.9% | $8,070+283.2% | $6,689+362.3% |
| Admin fee / account holder | $24,878 | $15,053+65.3% | $13,006+91.3% | $13,398+85.7% |