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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 | $254,823 | $160,070+59.2% | $147,117+73.2% | $145,897+74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.18% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $7,309 | $5,285+38.3% | $4,932+48.2% | $4,663+56.8% |
| Participant deferral / active EE | $7,604 | $8,419-9.7% | $8,065-5.7% | $6,689+13.7% |
| Admin fee / account holder | $1,779 | $15,035-88.2% | $12,993-86.3% | $13,390-86.7% |