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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 | $108,897+147.2% | $100,378+168.2% | $145,877+84.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 58.17%-45.3pp | 49.41%-36.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $9,664 | $4,420+118.6% | $3,942+145.1% | $4,663+107.2% |
| Participant deferral / active EE | $14,254 | $8,455+68.6% | $8,087+76.3% | $6,691+113.0% |
| Admin fee / account holder | $2,298 | $9,690-76.3% | $7,899-70.9% | $13,402-82.9% |