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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 | $258,261 | $197,637+30.7% | $177,848+45.2% | $158,982+62.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.39% | 58.77%-45.4pp | 48.33%-34.9pp | 302.99%-289.6pp |
| Employer contribution / active EE | $14,802 | $6,698+121.0% | $5,919+150.1% | $4,763+210.8% |
| Participant deferral / active EE | $10,548 | $8,405+25.5% | $7,714+36.7% | $5,983+76.3% |
| Admin fee / account holder | $946 | $15,406-93.9% | $12,431-92.4% | $11,252-91.6% |