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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 | $326,570 | $185,883+75.7% | $170,043+92.1% | $139,466+134.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.37% | 60.54%-49.2pp | 53.40%-42.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $7,425 | $7,596-2.3% | $6,790+9.4% | $4,754+56.2% |
| Participant deferral / active EE | $20,013 | $11,626+72.1% | $10,410+92.2% | $6,712+198.2% |
| Admin fee / account holder | $87,750 | $15,393+470.0% | $12,824+584.3% | $11,409+669.2% |