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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 | $325,019 | $183,539+77.1% | $155,556+108.9% | $145,897+122.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $8,283 | $5,315+55.8% | $4,675+77.2% | $4,663+77.7% |
| Participant deferral / active EE | $8,663 | $6,467+34.0% | $5,631+53.9% | $6,689+29.5% |
| Admin fee / account holder | $3,664 | $19,275-81.0% | $15,885-76.9% | $13,390-72.6% |