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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 | $351,362 | $227,633+54.4% | $189,597+85.3% | $167,553+109.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.56% | 78.45%-67.9pp | 64.20%-53.6pp | 478.89%-468.3pp |
| Employer contribution / active EE | $14,093 | $5,317+165.1% | $4,412+219.4% | $4,840+191.2% |
| Participant deferral / active EE | $26,000 | $7,003+271.3% | $6,174+321.1% | $6,343+309.9% |
| Admin fee / account holder | $2,713 | $11,879-77.2% | $9,807-72.3% | $12,316-78.0% |