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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 | $269,205 | $108,922+147.2% | $100,398+168.1% | $145,978+84.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 58.04%-45.1pp | 49.32%-36.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,664 | $4,426+118.4% | $3,946+144.9% | $4,662+107.3% |
| Participant deferral / active EE | $14,254 | $8,450+68.7% | $8,084+76.3% | $6,690+113.1% |
| Admin fee / account holder | $2,298 | $9,680-76.3% | $7,893-70.9% | $13,400-82.9% |