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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 | $360,094 | $183,539+96.2% | $155,556+131.5% | $145,897+146.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 61.31%-45.4pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $13,306 | $5,315+150.3% | $4,675+184.6% | $4,663+185.4% |
| Participant deferral / active EE | $5,223 | $6,467-19.2% | $5,631-7.2% | $6,689-21.9% |
| Admin fee / account holder | $4,667 | $19,275-75.8% | $15,885-70.6% | $13,390-65.1% |