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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 | $351,188 | $217,432+61.5% | $185,849+89.0% | $167,536+109.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.33% | 148.42%-127.1pp | 122.10%-100.8pp | 478.82%-457.5pp |
| Employer contribution / active EE | $12,041 | $5,875+105.0% | $5,169+133.0% | $4,839+148.8% |
| Participant deferral / active EE | $7,473 | $6,357+17.6% | $5,569+34.2% | $6,342+17.8% |
| Admin fee / account holder | $10,812 | $19,818-45.4% | $16,244-33.4% | $12,315-12.2% |