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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 | $322,776 | $175,259+84.2% | $149,723+115.6% | $139,487+131.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.92% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $8,658 | $5,478+58.0% | $4,821+79.6% | $4,755+82.1% |
| Participant deferral / active EE | $2,719 | $6,522-58.3% | $5,682-52.2% | $6,713-59.5% |
| Admin fee / account holder | $83,480 | $16,158+416.6% | $13,215+531.7% | $11,407+631.8% |