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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 | $269,016 | $171,492+56.9% | $150,734+78.5% | $198,609+35.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.36% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $9,723 | $5,470+77.7% | $4,918+97.7% | $5,055+92.3% |
| Participant deferral / active EE | $10,695 | $6,259+70.9% | $5,610+90.7% | $6,977+53.3% |
| Admin fee / account holder | $474 | $17,628-97.3% | $14,905-96.8% | $19,030-97.5% |