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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 | $256,490 | $165,381+55.1% | $149,730+71.3% | $158,966+61.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.68% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $27,778 | $5,104+444.2% | $4,645+498.0% | $4,762+483.3% |
| Participant deferral / active EE | $10,900 | $7,182+51.8% | $6,843+59.3% | $5,983+82.2% |
| Admin fee / account holder | $27,097 | $10,809+150.7% | $9,310+191.0% | $11,250+140.9% |