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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 | $299,889 | $165,361+81.4% | $149,715+100.3% | $158,950+88.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.07% | 348.24%-339.2pp | 276.66%-267.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $17,687 | $5,103+246.6% | $4,645+280.8% | $4,762+271.4% |
| Participant deferral / active EE | $14,774 | $7,182+105.7% | $6,842+115.9% | $5,983+146.9% |
| Admin fee / account holder | $5,627 | $10,808-47.9% | $9,310-39.6% | $11,248-50.0% |