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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 | $372,245 | $183,592+102.8% | $155,567+139.3% | $145,959+155.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $7,263 | $5,315+36.7% | $4,674+55.4% | $4,661+55.8% |
| Participant deferral / active EE | $10,049 | $6,464+55.5% | $5,628+78.6% | $6,689+50.2% |
| Admin fee / account holder | $33,010 | $19,318+70.9% | $15,916+107.4% | $13,398+146.4% |