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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 | $348,624 | $183,516+90.0% | $155,534+124.1% | $145,884+139.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.38% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $25,246 | $5,315+375.0% | $4,675+440.1% | $4,662+441.5% |
| Participant deferral / active EE | $8,930 | $6,467+38.1% | $5,630+58.6% | $6,690+33.5% |
| Admin fee / account holder | $1,898 | $19,293-90.2% | $15,900-88.1% | $13,392-85.8% |