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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 | $319,444 | $183,592+74.0% | $155,567+105.3% | $145,959+118.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $9,110 | $5,315+71.4% | $4,674+94.9% | $4,661+95.5% |
| Participant deferral / active EE | $2,350 | $6,464-63.6% | $5,628-58.2% | $6,689-64.9% |
| Admin fee / account holder | $18,518 | $19,318-4.1% | $15,916+16.3% | $13,398+38.2% |