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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 | $290,950 | $176,786+64.6% | $146,643+98.4% | $167,536+73.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.00% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $19,197 | $5,161+272.0% | $4,137+364.1% | $4,839+296.7% |
| Participant deferral / active EE | $11,840 | $6,440+83.8% | $5,506+115.0% | $6,342+86.7% |
| Admin fee / account holder | $2,774 | $13,262-79.1% | $10,280-73.0% | $12,315-77.5% |