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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 | $361,575 | $183,592+96.9% | $155,567+132.4% | $145,959+147.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $10,815 | $5,315+103.5% | $4,674+131.4% | $4,661+132.0% |
| Participant deferral / active EE | $7,849 | $6,464+21.4% | $5,628+39.5% | $6,689+17.4% |
| Admin fee / account holder | $11,069 | $19,318-42.7% | $15,916-30.5% | $13,398-17.4% |