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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 | $337,427 | $217,432+55.2% | $185,851+81.6% | $167,553+101.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.20% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $11,330 | $5,874+92.9% | $5,168+119.2% | $4,840+134.1% |
| Participant deferral / active EE | $7,898 | $6,357+24.2% | $5,569+41.8% | $6,343+24.5% |
| Admin fee / account holder | $17,753 | $19,820-10.4% | $16,245+9.3% | $12,316+44.1% |