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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 | $183,592+54.5% | $155,574+82.3% | $145,877+94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.29% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $11,309 | $5,317+112.7% | $4,676+141.9% | $4,663+142.5% |
| Participant deferral / active EE | $6,125 | $6,466-5.3% | $5,629+8.8% | $6,691-8.4% |
| Admin fee / account holder | $17,617 | $19,316-8.8% | $15,914+10.7% | $13,402+31.4% |