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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 | $452,295 | $227,399+98.9% | $189,758+138.4% | $198,609+127.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.53% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $10,384 | $5,526+87.9% | $4,767+117.9% | $5,055+105.4% |
| Participant deferral / active EE | $11,587 | $6,837+69.5% | $5,856+97.9% | $6,977+66.1% |
| Admin fee / account holder | $2,703 | $25,162-89.3% | $20,388-86.7% | $19,030-85.8% |