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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 | $265,512 | $160,070+65.9% | $147,117+80.5% | $145,897+82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $8,324 | $5,285+57.5% | $4,932+68.8% | $4,663+78.5% |
| Participant deferral / active EE | $9,152 | $8,419+8.7% | $8,065+13.5% | $6,689+36.8% |
| Admin fee / account holder | $1,705 | $15,035-88.7% | $12,993-86.9% | $13,390-87.3% |