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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 | $258,675 | $160,040+61.6% | $147,096+75.9% | $145,877+77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $13,198 | $5,289+149.5% | $4,936+167.4% | $4,663+183.0% |
| Participant deferral / active EE | $23,606 | $8,429+180.1% | $8,071+192.5% | $6,691+252.8% |
| Admin fee / account holder | $4,305 | $15,050-71.4% | $13,005-66.9% | $13,402-67.9% |