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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 | $292,728 | $202,440+44.6% | $169,390+72.8% | $139,466+109.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.03% | 532.36%-519.3pp | 406.07%-393.0pp | 373.66%-360.6pp |
| Employer contribution / active EE | $17,094 | $4,693+264.3% | $4,013+326.0% | $4,754+259.6% |
| Participant deferral / active EE | $20,571 | $6,940+196.4% | $6,222+230.6% | $6,712+206.5% |
| Admin fee / account holder | $2,151 | $10,722-79.9% | $9,015-76.1% | $11,409-81.2% |