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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 | $283,115 | $166,268+70.3% | $165,100+71.5% | $145,897+94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.65% | 100.52%-84.9pp | 70.21%-54.6pp | 552.29%-536.6pp |
| Employer contribution / active EE | $14,178 | $5,284+168.3% | $4,348+226.1% | $4,663+204.1% |
| Participant deferral / active EE | $12,519 | $6,964+79.8% | $6,035+107.4% | $6,689+87.2% |
| Admin fee / account holder | $14,909 | $16,659-10.5% | $12,696+17.4% | $13,390+11.3% |