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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 | $278,322 | $202,440+37.5% | $169,390+64.3% | $139,466+99.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.80% | 532.36%-513.6pp | 406.07%-387.3pp | 373.66%-354.9pp |
| Employer contribution / active EE | $7,654 | $4,693+63.1% | $4,013+90.8% | $4,754+61.0% |
| Participant deferral / active EE | $2,773 | $6,940-60.0% | $6,222-55.4% | $6,712-58.7% |
| Admin fee / account holder | $1,367 | $10,722-87.3% | $9,015-84.8% | $11,409-88.0% |