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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 | $273,785 | $160,040+71.1% | $147,096+86.1% | $145,877+87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $10,959 | $5,289+107.2% | $4,936+122.0% | $4,663+135.0% |
| Participant deferral / active EE | $9,498 | $8,429+12.7% | $8,071+17.7% | $6,691+42.0% |
| Admin fee / account holder | $10,803 | $15,050-28.2% | $13,005-16.9% | $13,402-19.4% |