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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 | $277,601 | $183,539+51.2% | $155,556+78.5% | $145,897+90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $8,603 | $5,315+61.8% | $4,675+84.0% | $4,663+84.5% |
| Participant deferral / active EE | $9,132 | $6,467+41.2% | $5,631+62.2% | $6,689+36.5% |
| Admin fee / account holder | $1,499 | $19,275-92.2% | $15,885-90.6% | $13,390-88.8% |