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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 | $333,677 | $183,592+81.7% | $155,574+114.5% | $145,877+128.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,441 | $5,317+77.6% | $4,676+101.9% | $4,663+102.5% |
| Participant deferral / active EE | $8,561 | $6,466+32.4% | $5,629+52.1% | $6,691+27.9% |
| Admin fee / account holder | $1,839 | $19,316-90.5% | $15,914-88.4% | $13,402-86.3% |