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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 | $276,139 | $160,040+72.5% | $147,096+87.7% | $145,877+89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $22,226 | $5,289+320.2% | $4,936+350.3% | $4,663+376.6% |
| Participant deferral / active EE | $17,267 | $8,429+104.9% | $8,071+113.9% | $6,691+158.1% |
| Admin fee / account holder | $1,210 | $15,050-92.0% | $13,005-90.7% | $13,402-91.0% |