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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 | $150,346+70.2% | $120,524+112.4% | $145,877+75.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.79% | 154.40%-132.6pp | 107.36%-85.6pp | 551.28%-529.5pp |
| Employer contribution / active EE | $7,918 | $4,353+81.9% | $3,469+128.3% | $4,663+69.8% |
| Participant deferral / active EE | $11,100 | $6,172+79.8% | $4,994+122.3% | $6,691+65.9% |
| Admin fee / account holder | $4,941 | $12,215-59.5% | $9,440-47.7% | $13,402-63.1% |