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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 | $334,092 | $183,539+82.0% | $155,556+114.8% | $145,897+129.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $13,546 | $5,315+154.8% | $4,675+189.7% | $4,663+190.5% |
| Participant deferral / active EE | $11,916 | $6,467+84.3% | $5,631+111.6% | $6,689+78.1% |
| Admin fee / account holder | $1,202 | $19,275-93.8% | $15,885-92.4% | $13,390-91.0% |