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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 | $256,258 | $217,432+17.9% | $185,849+37.9% | $167,536+53.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.11% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $15,697 | $5,875+167.2% | $5,169+203.7% | $4,839+224.4% |
| Participant deferral / active EE | $16,700 | $6,357+162.7% | $5,569+199.9% | $6,342+163.3% |
| Admin fee / account holder | $12,644 | $19,818-36.2% | $16,244-22.2% | $12,315+2.7% |