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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 | $299,494 | $183,592+63.1% | $155,567+92.5% | $145,959+105.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.00% | 61.24%-41.2pp | 64.74%-44.7pp | 561.95%-542.0pp |
| Employer contribution / active EE | $13,957 | $5,315+162.6% | $4,674+198.6% | $4,661+199.4% |
| Participant deferral / active EE | $7,256 | $6,464+12.3% | $5,628+28.9% | $6,689+8.5% |
| Admin fee / account holder | $3,099 | $19,318-84.0% | $15,916-80.5% | $13,398-76.9% |