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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 | $269,072 | $149,040+80.5% | $120,225+123.8% | $137,256+96.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.88% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $9,031 | $4,350+107.6% | $3,475+159.9% | $4,156+117.3% |
| Participant deferral / active EE | $6,262 | $4,655+34.5% | $3,999+56.6% | $6,407-2.3% |
| Admin fee / account holder | $11,650 | $6,348+83.5% | $5,696+104.5% | $12,270-5.1% |