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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 | $252,214 | $183,516+37.4% | $155,534+62.2% | $145,884+72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $10,713 | $5,315+101.6% | $4,675+129.2% | $4,662+129.8% |
| Participant deferral / active EE | $4,519 | $6,467-30.1% | $5,630-19.7% | $6,690-32.4% |
| Admin fee / account holder | $65,865 | $19,293+241.4% | $15,900+314.2% | $13,392+391.8% |