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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 | $335,018 | $175,259+91.2% | $149,723+123.8% | $139,487+140.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.68% | 166.82%-148.1pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $6,103 | $5,478+11.4% | $4,821+26.6% | $4,755+28.4% |
| Participant deferral / active EE | $6,101 | $6,522-6.4% | $5,682+7.4% | $6,713-9.1% |
| Admin fee / account holder | $413 | $16,158-97.4% | $13,215-96.9% | $11,407-96.4% |