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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 | $341,169 | $202,440+68.5% | $169,390+101.4% | $139,466+144.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 532.36%-519.7pp | 406.07%-393.4pp | 373.66%-361.0pp |
| Employer contribution / active EE | $8,181 | $4,693+74.3% | $4,013+103.9% | $4,754+72.1% |
| Participant deferral / active EE | $10,135 | $6,940+46.0% | $6,222+62.9% | $6,712+51.0% |
| Admin fee / account holder | $12,770 | $10,722+19.1% | $9,015+41.7% | $11,409+11.9% |