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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 | $318,349 | $217,432+46.4% | $185,849+71.3% | $167,536+90.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.12% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $10,677 | $5,875+81.7% | $5,169+106.6% | $4,839+120.6% |
| Participant deferral / active EE | $7,585 | $6,357+19.3% | $5,569+36.2% | $6,342+19.6% |
| Admin fee / account holder | $13,025 | $19,818-34.3% | $16,244-19.8% | $12,315+5.8% |