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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 | $183,539+102.8% | $155,556+139.3% | $145,897+155.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $7,263 | $5,315+36.6% | $4,675+55.3% | $4,663+55.8% |
| Participant deferral / active EE | $10,049 | $6,467+55.4% | $5,631+78.5% | $6,689+50.2% |
| Admin fee / account holder | $33,010 | $19,275+71.3% | $15,885+107.8% | $13,390+146.5% |