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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 | $263,560 | $162,821+61.9% | $133,978+96.7% | $158,982+65.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.30% | 41.95%-33.7pp | 45.10%-36.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $14,824 | $4,976+197.9% | $3,919+278.3% | $4,763+211.2% |
| Participant deferral / active EE | $14,700 | $5,910+148.7% | $5,047+191.2% | $5,983+145.7% |
| Admin fee / account holder | $749 | $11,742-93.6% | $8,930-91.6% | $11,252-93.3% |