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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 | $476,360 | $175,231+171.8% | $149,696+218.2% | $139,466+241.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.52% | 166.77%-151.3pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $9,903 | $5,478+80.8% | $4,821+105.4% | $4,754+108.3% |
| Participant deferral / active EE | $8,580 | $6,521+31.6% | $5,682+51.0% | $6,712+27.8% |
| Admin fee / account holder | $14,777 | $16,155-8.5% | $13,212+11.8% | $11,409+29.5% |