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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 | $356,671 | $125,184+184.9% | $105,607+237.7% | $145,884+144.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 225.00%-211.0pp | 116.11%-102.1pp | 551.85%-537.9pp |
| Employer contribution / active EE | $12,579 | $3,720+238.1% | $3,167+297.2% | $4,662+169.8% |
| Participant deferral / active EE | $10,488 | $5,714+83.5% | $5,011+109.3% | $6,690+56.8% |
| Admin fee / account holder | $12,202 | $17,133-28.8% | $10,958+11.4% | $13,392-8.9% |