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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 | $306,311 | $111,814+173.9% | $93,654+227.1% | $145,959+109.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 203.30%-194.2pp | 133.34%-124.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $16,331 | $3,092+428.3% | $2,421+574.6% | $4,661+250.4% |
| Participant deferral / active EE | $9,638 | $4,914+96.1% | $4,413+118.4% | $6,689+44.1% |
| Admin fee / account holder | $11,639 | $10,246+13.6% | $8,282+40.5% | $13,398-13.1% |