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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 | $381,312 | $183,592+107.7% | $155,574+145.1% | $145,877+161.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $16,621 | $5,317+212.6% | $4,676+255.5% | $4,663+256.5% |
| Participant deferral / active EE | $10,757 | $6,466+66.4% | $5,629+91.1% | $6,691+60.8% |
| Admin fee / account holder | $4,907 | $19,316-74.6% | $15,914-69.2% | $13,402-63.4% |