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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 | $320,926 | $183,539+74.9% | $155,556+106.3% | $145,897+120.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $10,686 | $5,315+101.0% | $4,675+128.6% | $4,663+129.2% |
| Participant deferral / active EE | $5,067 | $6,467-21.7% | $5,631-10.0% | $6,689-24.3% |
| Admin fee / account holder | $27,542 | $19,275+42.9% | $15,885+73.4% | $13,390+105.7% |