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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 | $367,510 | $107,941+240.5% | $91,994+299.5% | $152,897+140.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.32% | 89.28%-68.0pp | 69.04%-47.7pp | 345.43%-324.1pp |
| Employer contribution / active EE | $11,658 | $4,212+176.8% | $3,453+237.6% | $4,764+144.7% |
| Participant deferral / active EE | $13,105 | $6,366+105.9% | $5,924+121.2% | $5,851+124.0% |
| Admin fee / account holder | $8,674 | $10,521-17.6% | $7,744+12.0% | $11,599-25.2% |