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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 | $183,592+96.1% | $155,567+131.5% | $145,959+146.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $13,306 | $5,315+150.4% | $4,674+184.7% | $4,661+185.5% |
| Participant deferral / active EE | $5,223 | $6,464-19.2% | $5,628-7.2% | $6,689-21.9% |
| Admin fee / account holder | $4,667 | $19,318-75.8% | $15,916-70.7% | $13,398-65.2% |