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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 | $383,032 | $209,422+82.9% | $178,503+114.6% | $158,982+140.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.39% | 188.81%-180.4pp | 151.12%-142.7pp | 302.99%-294.6pp |
| Employer contribution / active EE | $9,405 | $5,707+64.8% | $5,011+87.7% | $4,763+97.5% |
| Participant deferral / active EE | $4,698 | $5,955-21.1% | $5,202-9.7% | $5,983-21.5% |
| Admin fee / account holder | $13,260 | $17,079-22.4% | $13,987-5.2% | $11,252+17.9% |