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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 | $299,063 | $148,623+101.2% | $135,974+119.9% | $139,466+114.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.51% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $16,139 | $5,246+207.6% | $4,859+232.2% | $4,754+239.5% |
| Participant deferral / active EE | $12,573 | $8,103+55.2% | $7,760+62.0% | $6,712+87.3% |
| Admin fee / account holder | $23,706 | $12,406+91.1% | $10,767+120.2% | $11,409+107.8% |