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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 | $263,338 | $160,040+64.5% | $147,096+79.0% | $145,877+80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.87% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $19,257 | $5,289+264.1% | $4,936+290.1% | $4,663+313.0% |
| Participant deferral / active EE | $25,337 | $8,429+200.6% | $8,071+213.9% | $6,691+278.7% |
| Admin fee / account holder | $4,965 | $15,050-67.0% | $13,005-61.8% | $13,402-63.0% |