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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 | $251,915 | $162,529+55.0% | $130,788+92.6% | $154,746+62.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.03% | 510.48%-497.4pp | 386.44%-373.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $3,797 | $4,447-14.6% | $3,558+6.7% | $4,379-13.3% |
| Participant deferral / active EE | $13,169 | $4,808+173.9% | $4,137+218.3% | $6,730+95.7% |
| Admin fee / account holder | $2,954 | $7,669-61.5% | $6,673-55.7% | $14,365-79.4% |