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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 | $259,486 | $124,175+109.0% | $108,405+139.4% | $167,536+54.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.20% | 1380.13%-1363.9pp | 905.55%-889.3pp | 478.82%-462.6pp |
| Employer contribution / active EE | $10,347 | $4,188+147.1% | $3,559+190.7% | $4,839+113.8% |
| Participant deferral / active EE | $5,473 | $6,908-20.8% | $6,563-16.6% | $6,342-13.7% |
| Admin fee / account holder | $5,395 | $9,457-42.9% | $7,297-26.1% | $12,315-56.2% |