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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 | $288,251 | $175,257+64.5% | $149,717+92.5% | $139,456+106.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.11% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $27,316 | $5,477+398.8% | $4,820+466.8% | $4,753+474.8% |
| Participant deferral / active EE | $12,179 | $6,521+86.8% | $5,682+114.4% | $6,711+81.5% |
| Admin fee / account holder | $1,616 | $16,156-90.0% | $13,213-87.8% | $11,407-85.8% |