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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 | $254,384 | $183,516+38.6% | $155,534+63.6% | $145,884+74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.46% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $27,144 | $5,315+410.7% | $4,675+480.7% | $4,662+482.2% |
| Participant deferral / active EE | $13,684 | $6,467+111.6% | $5,630+143.0% | $6,690+104.6% |
| Admin fee / account holder | $5,944 | $19,293-69.2% | $15,900-62.6% | $13,392-55.6% |