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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 | $167,030+61.1% | $135,768+98.2% | $155,188+73.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.88% | 678.39%-665.5pp | 526.10%-513.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $9,031 | $4,132+118.5% | $3,394+166.1% | $4,248+112.6% |
| Participant deferral / active EE | $6,262 | $4,528+38.3% | $3,977+57.4% | $6,531-4.1% |
| Admin fee / account holder | $11,650 | $8,172+42.6% | $7,048+65.3% | $14,480-19.5% |