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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 | $316,672 | $160,070+97.8% | $147,117+115.3% | $145,897+117.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $5,391 | $5,285+2.0% | $4,932+9.3% | $4,663+15.6% |
| Participant deferral / active EE | $26,750 | $8,419+217.7% | $8,065+231.7% | $6,689+299.9% |
| Admin fee / account holder | $3,123 | $15,035-79.2% | $12,993-76.0% | $13,390-76.7% |