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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 | $289,870 | $152,592+90.0% | $125,180+131.6% | $152,885+89.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.63% | 54.84%-32.2pp | 43.79%-21.2pp | 345.39%-322.8pp |
| Employer contribution / active EE | $14,533 | $4,947+193.8% | $3,866+275.9% | $4,763+205.1% |
| Participant deferral / active EE | $11,240 | $5,868+91.5% | $4,937+127.7% | $5,851+92.1% |
| Admin fee / account holder | $874 | $13,435-93.5% | $9,703-91.0% | $11,598-92.5% |