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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 | $325,216 | $183,592+77.1% | $155,574+109.0% | $145,877+122.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $7,293 | $5,317+37.2% | $4,676+56.0% | $4,663+56.4% |
| Participant deferral / active EE | $5,455 | $6,466-15.6% | $5,629-3.1% | $6,691-18.5% |
| Admin fee / account holder | $1,645 | $19,316-91.5% | $15,914-89.7% | $13,402-87.7% |