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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 | $315,908 | $90,530+249.0% | $76,030+315.5% | $145,897+116.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.98% | 625.08%-611.1pp | 361.54%-347.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $17,554 | $3,319+428.8% | $2,688+553.1% | $4,663+276.5% |
| Participant deferral / active EE | $14,464 | $5,164+180.1% | $4,257+239.8% | $6,689+116.2% |
| Admin fee / account holder | $11,471 | $8,383+36.8% | $6,421+78.7% | $13,390-14.3% |