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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 | $306,260 | $154,193+98.6% | $130,045+135.5% | $139,466+119.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.46% | 32.51%-9.1pp | -137.30%+160.8pp | 373.66%-350.2pp |
| Employer contribution / active EE | $15,184 | $5,292+186.9% | $4,321+251.4% | $4,754+219.4% |
| Participant deferral / active EE | $15,063 | $6,709+124.5% | $5,820+158.8% | $6,712+124.4% |
| Admin fee / account holder | $2,640 | $13,989-81.1% | $10,600-75.1% | $11,409-76.9% |