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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 | $308,956 | $183,539+68.3% | $155,556+98.6% | $145,897+111.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $9,360 | $5,315+76.1% | $4,675+100.2% | $4,663+100.7% |
| Participant deferral / active EE | $7,639 | $6,467+18.1% | $5,631+35.7% | $6,689+14.2% |
| Admin fee / account holder | $1,660 | $19,275-91.4% | $15,885-89.6% | $13,390-87.6% |