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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 | $257,141 | $159,934+60.8% | $147,005+74.9% | $145,959+76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 98.24%-84.4pp | 418.76%-405.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $11,445 | $5,287+116.5% | $4,934+132.0% | $4,661+145.6% |
| Participant deferral / active EE | $15,292 | $8,427+81.5% | $8,070+89.5% | $6,689+128.6% |
| Admin fee / account holder | $1,760 | $15,053-88.3% | $13,006-86.5% | $13,398-86.9% |