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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 | $263,479 | $175,259+50.3% | $149,723+76.0% | $139,487+88.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.83% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $7,657 | $5,478+39.8% | $4,821+58.8% | $4,755+61.0% |
| Participant deferral / active EE | $9,893 | $6,522+51.7% | $5,682+74.1% | $6,713+47.4% |
| Admin fee / account holder | $9,069 | $16,158-43.9% | $13,215-31.4% | $11,407-20.5% |