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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 | $304,721 | $183,592+66.0% | $155,574+95.9% | $145,877+108.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.73% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $15,806 | $5,317+197.3% | $4,676+238.0% | $4,663+239.0% |
| Participant deferral / active EE | $13,848 | $6,466+114.2% | $5,629+146.0% | $6,691+107.0% |
| Admin fee / account holder | $4,964 | $19,316-74.3% | $15,914-68.8% | $13,402-63.0% |