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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 | $311,254 | $162,821+91.2% | $133,978+132.3% | $158,982+95.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.07% | 41.95%-24.9pp | 45.10%-28.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $11,425 | $4,976+129.6% | $3,919+191.5% | $4,763+139.9% |
| Participant deferral / active EE | $17,526 | $5,910+196.5% | $5,047+247.2% | $5,983+192.9% |
| Admin fee / account holder | $1,715 | $11,742-85.4% | $8,930-80.8% | $11,252-84.8% |