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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 | $258,441 | $166,020+55.7% | $164,866+56.8% | $145,959+77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.68% | 100.08%-89.4pp | 69.97%-59.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $5,394 | $5,275+2.3% | $4,343+24.2% | $4,661+15.7% |
| Participant deferral / active EE | $26,750 | $6,961+284.3% | $6,033+343.4% | $6,689+299.9% |
| Admin fee / account holder | $75,319 | $16,644+352.5% | $12,689+493.6% | $13,398+462.2% |