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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 | $280,867 | $160,070+75.5% | $147,117+90.9% | $145,897+92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $17,870 | $5,285+238.2% | $4,932+262.3% | $4,663+283.3% |
| Participant deferral / active EE | $17,833 | $8,419+111.8% | $8,065+121.1% | $6,689+166.6% |
| Admin fee / account holder | $8,220 | $15,035-45.3% | $12,993-36.7% | $13,390-38.6% |