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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 | $288,033 | $126,519+127.7% | $106,201+171.2% | $145,959+97.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.43% | 225.10%-216.7pp | 116.26%-107.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $8,634 | $3,726+131.7% | $3,170+172.4% | $4,661+85.2% |
| Participant deferral / active EE | $7,842 | $5,716+37.2% | $5,012+56.5% | $6,689+17.2% |
| Admin fee / account holder | $50,065 | $17,312+189.2% | $11,039+353.5% | $13,398+273.7% |