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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 | $273,486 | $154,193+77.4% | $130,045+110.3% | $139,466+96.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.64% | 32.51%-14.9pp | -137.30%+154.9pp | 373.66%-356.0pp |
| Employer contribution / active EE | $25,635 | $5,292+384.4% | $4,321+493.2% | $4,754+439.2% |
| Participant deferral / active EE | $15,854 | $6,709+136.3% | $5,820+172.4% | $6,712+136.2% |
| Admin fee / account holder | $1,790 | $13,989-87.2% | $10,600-83.1% | $11,409-84.3% |