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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 | $259,909 | $183,539+41.6% | $155,556+67.1% | $145,897+78.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $10,608 | $5,315+99.6% | $4,675+126.9% | $4,663+127.5% |
| Participant deferral / active EE | $8,958 | $6,467+38.5% | $5,631+59.1% | $6,689+33.9% |
| Admin fee / account holder | $8,878 | $19,275-53.9% | $15,885-44.1% | $13,390-33.7% |