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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 | $315,989 | $183,592+72.1% | $155,574+103.1% | $145,877+116.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $15,898 | $5,317+199.0% | $4,676+240.0% | $4,663+240.9% |
| Participant deferral / active EE | $6,680 | $6,466+3.3% | $5,629+18.7% | $6,691-0.2% |
| Admin fee / account holder | $309 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |