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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 | $362,867 | $183,516+97.7% | $155,534+133.3% | $145,884+148.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $20,519 | $5,315+286.1% | $4,675+338.9% | $4,662+340.1% |
| Participant deferral / active EE | $11,670 | $6,467+80.5% | $5,630+107.3% | $6,690+74.4% |
| Admin fee / account holder | $1,804 | $19,293-90.6% | $15,900-88.7% | $13,392-86.5% |