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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 | $383,214 | $183,516+108.8% | $155,534+146.4% | $145,884+162.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $10,000 | $5,315+88.2% | $4,675+113.9% | $4,662+114.5% |
| Participant deferral / active EE | $30,000 | $6,467+363.9% | $5,630+432.8% | $6,690+348.5% |
| Admin fee / account holder | $608 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |