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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 | $301,610 | $183,592+64.3% | $155,574+93.9% | $145,877+106.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $12,241 | $5,317+130.2% | $4,676+161.8% | $4,663+162.5% |
| Participant deferral / active EE | $11,405 | $6,466+76.4% | $5,629+102.6% | $6,691+70.5% |
| Admin fee / account holder | $1,761 | $19,316-90.9% | $15,914-88.9% | $13,402-86.9% |