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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 | $343,430 | $185,883+84.8% | $170,043+102.0% | $139,466+146.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.27% | 60.54%-43.3pp | 53.40%-36.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $9,841 | $7,596+29.5% | $6,790+44.9% | $4,754+107.0% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $2,071 | $15,393-86.5% | $12,824-83.9% | $11,409-81.8% |