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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 | $311,352 | $185,905+67.5% | $170,057+83.1% | $139,487+123.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 60.56%-46.3pp | 53.42%-39.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $13,584 | $7,597+78.8% | $6,790+100.0% | $4,755+185.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,748 | $15,397+41.3% | $12,826+69.6% | $11,407+90.7% |