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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 | $299,871 | $157,296+90.6% | $141,191+112.4% | $152,897+96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.17% | 64.34%-49.2pp | 71.41%-56.2pp | 345.43%-330.3pp |
| Employer contribution / active EE | $19,913 | $5,262+278.4% | $4,736+320.5% | $4,764+318.0% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $9,230 | $12,125-23.9% | $10,264-10.1% | $11,599-20.4% |