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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 | $111,787+174.0% | $93,681+227.0% | $145,978+109.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 203.52%-194.5pp | 133.47%-124.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $16,331 | $3,093+427.9% | $2,422+574.2% | $4,662+250.3% |
| Participant deferral / active EE | $9,638 | $4,918+96.0% | $4,415+118.3% | $6,690+44.1% |
| Admin fee / account holder | $11,639 | $10,256+13.5% | $8,290+40.4% | $13,400-13.1% |