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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 | $372,235 | $183,539+102.8% | $155,556+139.3% | $145,897+155.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $7,851 | $5,315+47.7% | $4,675+67.9% | $4,663+68.4% |
| Participant deferral / active EE | $8,641 | $6,467+33.6% | $5,631+53.5% | $6,689+29.2% |
| Admin fee / account holder | $49,768 | $19,275+158.2% | $15,885+213.3% | $13,390+271.7% |