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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 | $256,139 | $165,381+54.9% | $149,730+71.1% | $158,966+61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.36% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $25,393 | $5,104+397.5% | $4,645+446.6% | $4,762+433.2% |
| Participant deferral / active EE | $17,566 | $7,182+144.6% | $6,843+156.7% | $5,983+193.6% |
| Admin fee / account holder | $3,136 | $10,809-71.0% | $9,310-66.3% | $11,250-72.1% |