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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 | $302,024 | $176,120+71.5% | $159,487+89.4% | $167,553+80.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.64% | 331.95%-321.3pp | 263.71%-253.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $12,206 | $5,299+130.3% | $4,831+152.6% | $4,840+152.2% |
| Participant deferral / active EE | $10,863 | $7,752+40.1% | $7,354+47.7% | $6,343+71.3% |
| Admin fee / account holder | $1,742 | $12,561-86.1% | $10,804-83.9% | $12,316-85.9% |