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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 | $311,415 | $183,539+69.7% | $155,556+100.2% | $145,897+113.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $10,342 | $5,315+94.6% | $4,675+121.2% | $4,663+121.8% |
| Participant deferral / active EE | $6,572 | $6,467+1.6% | $5,631+16.7% | $6,689-1.8% |
| Admin fee / account holder | $3,396 | $19,275-82.4% | $15,885-78.6% | $13,390-74.6% |