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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 | $345,882 | $183,988+88.0% | $162,177+113.3% | $152,897+126.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.75% | 150.79%-126.0pp | 115.60%-90.9pp | 345.43%-320.7pp |
| Employer contribution / active EE | $8,310 | $6,370+30.5% | $5,613+48.1% | $4,764+74.5% |
| Participant deferral / active EE | $6,666 | $8,032-17.0% | $7,297-8.6% | $5,851+13.9% |
| Admin fee / account holder | $7,441 | $13,123-43.3% | $10,843-31.4% | $11,599-35.9% |