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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 | $270,055 | $227,399+18.8% | $189,758+42.3% | $198,609+36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.13% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $10,510 | $5,526+90.2% | $4,767+120.5% | $5,055+107.9% |
| Participant deferral / active EE | $11,230 | $6,837+64.3% | $5,856+91.8% | $6,977+61.0% |
| Admin fee / account holder | $3,694 | $25,162-85.3% | $20,388-81.9% | $19,030-80.6% |