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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 | $302,248 | $138,076+118.9% | $123,553+144.6% | $135,380+123.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.77% | 153.70%-147.9pp | 119.21%-113.4pp | 519.81%-514.0pp |
| Employer contribution / active EE | $12,216 | $5,152+137.1% | $4,628+164.0% | $4,779+155.6% |
| Participant deferral / active EE | $9,821 | $6,800+44.4% | $6,426+52.8% | $5,609+75.1% |
| Admin fee / account holder | $6,834 | $10,917-37.4% | $9,284-26.4% | $10,828-36.9% |