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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 | $311,376 | $183,592+69.6% | $155,574+100.1% | $145,877+113.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $14,697 | $5,317+176.4% | $4,676+214.3% | $4,663+215.2% |
| Participant deferral / active EE | $9,008 | $6,466+39.3% | $5,629+60.0% | $6,691+34.6% |
| Admin fee / account holder | $15,488 | $19,316-19.8% | $15,914-2.7% | $13,402+15.6% |