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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 | $283,600 | $183,539+54.5% | $155,556+82.3% | $145,897+94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.29% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $11,309 | $5,315+112.8% | $4,675+141.9% | $4,663+142.5% |
| Participant deferral / active EE | $6,125 | $6,467-5.3% | $5,631+8.8% | $6,689-8.4% |
| Admin fee / account holder | $17,617 | $19,275-8.6% | $15,885+10.9% | $13,390+31.6% |