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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 | $335,955 | $183,539+83.0% | $155,556+116.0% | $145,897+130.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 61.31%-45.4pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,866 | $5,315-46.1% | $4,675-38.7% | $4,663-38.5% |
| Participant deferral / active EE | $10,198 | $6,467+57.7% | $5,631+81.1% | $6,689+52.5% |
| Admin fee / account holder | $41,605 | $19,275+115.9% | $15,885+161.9% | $13,390+210.7% |