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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 | $318,022 | $183,592+73.2% | $155,574+104.4% | $145,877+118.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.73% | 61.37%-33.6pp | 64.87%-37.1pp | 551.28%-523.6pp |
| Employer contribution / active EE | $30,290 | $5,317+469.7% | $4,676+547.8% | $4,663+549.6% |
| Participant deferral / active EE | $19,875 | $6,466+207.4% | $5,629+253.1% | $6,691+197.1% |
| Admin fee / account holder | $11,631 | $19,316-39.8% | $15,914-26.9% | $13,402-13.2% |