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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 | $325,216 | $183,539+77.2% | $155,556+109.1% | $145,897+122.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 61.31%-43.6pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $7,293 | $5,315+37.2% | $4,675+56.0% | $4,663+56.4% |
| Participant deferral / active EE | $5,455 | $6,467-15.7% | $5,631-3.1% | $6,689-18.5% |
| Admin fee / account holder | $1,645 | $19,275-91.5% | $15,885-89.6% | $13,390-87.7% |