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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 | $354,403 | $183,516+93.1% | $155,534+127.9% | $145,884+142.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $10,803 | $5,315+103.3% | $4,675+131.1% | $4,662+131.7% |
| Participant deferral / active EE | $5,728 | $6,467-11.4% | $5,630+1.7% | $6,690-14.4% |
| Admin fee / account holder | $88,682 | $19,293+359.7% | $15,900+457.8% | $13,392+562.2% |