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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 | $274,170 | $166,268+64.9% | $165,100+66.1% | $145,897+87.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.32% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $11,088 | $5,284+109.9% | $4,348+155.0% | $4,663+137.8% |
| Participant deferral / active EE | $9,124 | $6,964+31.0% | $6,035+51.2% | $6,689+36.4% |
| Admin fee / account holder | $17,706 | $16,659+6.3% | $12,696+39.5% | $13,390+32.2% |