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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 | $257,025 | $157,304+63.4% | $141,197+82.0% | $152,909+68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.21% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $10,533 | $5,263+100.1% | $4,736+122.4% | $4,764+121.1% |
| Participant deferral / active EE | $13,657 | $7,111+92.1% | $6,710+103.5% | $5,851+133.4% |
| Admin fee / account holder | $10,734 | $12,126-11.5% | $10,265+4.6% | $11,601-7.5% |