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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 | $253,827 | $129,737+95.6% | $119,126+113.1% | $154,746+64.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.71% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $18,078 | $4,375+313.2% | $4,034+348.2% | $4,379+312.8% |
| Participant deferral / active EE | $25,425 | $5,842+335.2% | $5,318+378.1% | $6,730+277.8% |
| Admin fee / account holder | $79,788 | $11,961+567.1% | $10,693+646.2% | $14,365+455.4% |