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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 | $289,536 | $209,425+38.3% | $178,499+62.2% | $158,966+82.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.14% | 188.80%-161.7pp | 151.10%-124.0pp | 302.95%-275.8pp |
| Employer contribution / active EE | $9,875 | $5,707+73.0% | $5,011+97.1% | $4,762+107.3% |
| Participant deferral / active EE | $3,000 | $5,955-49.6% | $5,202-42.3% | $5,983-49.9% |
| Admin fee / account holder | $4,992 | $17,078-70.8% | $13,986-64.3% | $11,250-55.6% |