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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 | $289,561 | $183,539+57.8% | $155,556+86.1% | $145,897+98.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $20,941 | $5,315+294.0% | $4,675+347.9% | $4,663+349.1% |
| Participant deferral / active EE | $13,952 | $6,467+115.7% | $5,631+147.8% | $6,689+108.6% |
| Admin fee / account holder | $16,039 | $19,275-16.8% | $15,885+1.0% | $13,390+19.8% |