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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 | $278,270 | $148,623+87.2% | $135,974+104.7% | $139,466+99.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.09% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.6pp |
| Employer contribution / active EE | $18,971 | $5,246+261.6% | $4,859+290.4% | $4,754+299.1% |
| Participant deferral / active EE | $6,833 | $8,103-15.7% | $7,760-11.9% | $6,712+1.8% |
| Admin fee / account holder | $5,517 | $12,406-55.5% | $10,767-48.8% | $11,409-51.6% |