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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 | $255,959 | $150,197+70.4% | $120,368+112.6% | $145,959+75.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.79% | 154.26%-132.5pp | 107.26%-85.5pp | 561.95%-540.2pp |
| Employer contribution / active EE | $7,918 | $4,350+82.0% | $3,465+128.6% | $4,661+69.9% |
| Participant deferral / active EE | $11,100 | $6,174+79.8% | $4,991+122.4% | $6,689+66.0% |
| Admin fee / account holder | $4,941 | $12,216-59.6% | $9,429-47.6% | $13,398-63.1% |