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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 | $270,807 | $232,540+16.5% | $185,117+46.3% | $147,586+83.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.05% | 43.03%-35.0pp | 40.50%-32.4pp | 578.59%-570.5pp |
| Employer contribution / active EE | $12,222 | $5,195+135.3% | $4,182+192.3% | $4,876+150.6% |
| Participant deferral / active EE | $4,709 | $5,834-19.3% | $5,045-6.7% | $5,439-13.4% |
| Admin fee / account holder | $15,316 | $10,275+49.1% | $8,159+87.7% | $10,886+40.7% |