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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 | $334,749 | $183,592+82.3% | $155,574+115.2% | $145,877+129.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,729 | $5,317+26.6% | $4,676+43.9% | $4,663+44.3% |
| Participant deferral / active EE | $8,500 | $6,466+31.5% | $5,629+51.0% | $6,691+27.0% |
| Admin fee / account holder | $2,685 | $19,316-86.1% | $15,914-83.1% | $13,402-80.0% |