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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 | $276,444 | $171,492+61.2% | $150,734+83.4% | $198,609+39.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.33% | 804.70%-791.4pp | 600.81%-587.5pp | 202.70%-189.4pp |
| Employer contribution / active EE | $7,293 | $5,470+33.3% | $4,918+48.3% | $5,055+44.3% |
| Participant deferral / active EE | $10,984 | $6,259+75.5% | $5,610+95.8% | $6,977+57.4% |
| Admin fee / account holder | $3,810 | $17,628-78.4% | $14,905-74.4% | $19,030-80.0% |