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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 | $323,521 | $183,539+76.3% | $155,556+108.0% | $145,897+121.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $9,858 | $5,315+85.5% | $4,675+110.8% | $4,663+111.4% |
| Participant deferral / active EE | $9,278 | $6,467+43.5% | $5,631+64.8% | $6,689+38.7% |
| Admin fee / account holder | $686 | $19,275-96.4% | $15,885-95.7% | $13,390-94.9% |