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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 | $166,268+55.4% | $165,100+56.5% | $145,897+77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.68% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,394 | $5,284+2.1% | $4,348+24.1% | $4,663+15.7% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,689+299.9% |
| Admin fee / account holder | $75,319 | $16,659+352.1% | $12,696+493.3% | $13,390+462.5% |