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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 | $251,067 | $175,259+43.3% | $149,723+67.7% | $139,487+80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.4pp |
| Employer contribution / active EE | $15,209 | $5,478+177.6% | $4,821+215.5% | $4,755+219.9% |
| Participant deferral / active EE | $12,500 | $6,522+91.7% | $5,682+120.0% | $6,713+86.2% |
| Admin fee / account holder | $6,349 | $16,158-60.7% | $13,215-52.0% | $11,407-44.3% |