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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 | $134,817+88.3% | $123,973+104.7% | $155,188+63.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.71% | 515.49%-504.8pp | 388.13%-377.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $18,078 | $4,425+308.5% | $4,126+338.2% | $4,248+325.6% |
| Participant deferral / active EE | $25,425 | $5,706+345.6% | $5,247+384.6% | $6,531+289.3% |
| Admin fee / account holder | $79,788 | $13,245+502.4% | $11,799+576.2% | $14,480+451.0% |