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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 | $326,599 | $183,539+77.9% | $155,556+110.0% | $145,897+123.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,775 | $5,315-47.8% | $4,675-40.7% | $4,663-40.5% |
| Participant deferral / active EE | $8,511 | $6,467+31.6% | $5,631+51.2% | $6,689+27.2% |
| Admin fee / account holder | $11,874 | $19,275-38.4% | $15,885-25.2% | $13,390-11.3% |