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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 | $436,999 | $183,516+138.1% | $155,534+181.0% | $145,884+199.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.43%-47.6pp | 64.92%-51.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $30,000 | $5,315+464.5% | $4,675+541.7% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,724 | $19,293-70.3% | $15,900-64.0% | $13,392-57.3% |