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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 | $256,187 | $117,444+118.1% | $99,479+157.5% | $152,909+67.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.97% | 31.87%-11.9pp | 30.72%-10.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $16,353 | $3,014+442.6% | $2,540+543.7% | $4,764+243.3% |
| Participant deferral / active EE | $6,276 | $4,086+53.6% | $3,619+73.4% | $5,851+7.3% |
| Admin fee / account holder | $6,970 | $7,635-8.7% | $6,253+11.5% | $11,601-39.9% |