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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 | $309,926 | $165,399+87.4% | $149,745+107.0% | $158,982+94.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.11% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $7,565 | $5,105+48.2% | $4,646+62.8% | $4,763+58.8% |
| Participant deferral / active EE | $5,728 | $7,183-20.3% | $6,843-16.3% | $5,983-4.3% |
| Admin fee / account holder | $8,228 | $10,811-23.9% | $9,312-11.6% | $11,252-26.9% |