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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 | $266,974 | $168,635+58.3% | $147,617+80.9% | $125,389+112.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.09% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $11,490 | $6,252+83.8% | $5,564+106.5% | $4,866+136.1% |
| Participant deferral / active EE | $7,197 | $5,507+30.7% | $4,895+47.0% | $5,352+34.5% |
| Admin fee / account holder | $1,121 | $13,580-91.7% | $11,612-90.3% | $9,541-88.3% |