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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 | $351,956 | $175,259+100.8% | $149,723+135.1% | $139,487+152.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.12% | 166.82%-155.7pp | 134.50%-123.4pp | 373.84%-362.7pp |
| Employer contribution / active EE | $9,332 | $5,478+70.3% | $4,821+93.5% | $4,755+96.3% |
| Participant deferral / active EE | $7,206 | $6,522+10.5% | $5,682+26.8% | $6,713+7.4% |
| Admin fee / account holder | $4,481 | $16,158-72.3% | $13,215-66.1% | $11,407-60.7% |