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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 | $280,999 | $227,633+23.4% | $189,597+48.2% | $167,553+67.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.70% | 78.45%-66.8pp | 64.20%-52.5pp | 478.89%-467.2pp |
| Employer contribution / active EE | $13,413 | $5,317+152.3% | $4,412+204.0% | $4,840+177.2% |
| Participant deferral / active EE | $13,516 | $7,003+93.0% | $6,174+118.9% | $6,343+113.1% |
| Admin fee / account holder | $35,275 | $11,879+196.9% | $9,807+259.7% | $12,316+186.4% |