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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 | $185,830+67.5% | $170,004+83.1% | $139,427+123.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 60.52%-46.2pp | 53.39%-39.1pp | 373.27%-359.0pp |
| Employer contribution / active EE | $13,584 | $7,591+79.0% | $6,786+100.2% | $4,752+185.9% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $21,748 | $15,381+41.4% | $12,816+69.7% | $11,404+90.7% |