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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 | $323,839 | $209,428+54.6% | $178,498+81.4% | $158,950+103.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.31% | 188.78%-182.5pp | 151.09%-144.8pp | 302.91%-296.6pp |
| Employer contribution / active EE | $2,242 | $5,707-60.7% | $5,011-55.3% | $4,762-52.9% |
| Participant deferral / active EE | $9,203 | $5,955+54.5% | $5,202+76.9% | $5,983+53.8% |
| Admin fee / account holder | $1,412 | $17,077-91.7% | $13,985-89.9% | $11,248-87.4% |