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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 | $404,887 | $183,592+120.5% | $155,567+160.3% | $145,959+177.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $10,697 | $5,315+101.3% | $4,674+128.8% | $4,661+129.5% |
| Participant deferral / active EE | $10,082 | $6,464+56.0% | $5,628+79.1% | $6,689+50.7% |
| Admin fee / account holder | $3,835 | $19,318-80.1% | $15,916-75.9% | $13,398-71.4% |