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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 | $289,836 | $159,934+81.2% | $147,005+97.2% | $145,959+98.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.18% | 98.24%-74.1pp | 418.76%-394.6pp | 561.95%-537.8pp |
| Employer contribution / active EE | $10,739 | $5,287+103.1% | $4,934+117.6% | $4,661+130.4% |
| Participant deferral / active EE | $11,173 | $8,427+32.6% | $8,070+38.5% | $6,689+67.0% |
| Admin fee / account holder | $4,168 | $15,053-72.3% | $13,006-68.0% | $13,398-68.9% |