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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 | $338,420 | $180,459+87.5% | $154,108+119.6% | $135,380+150.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.78% | 888.21%-880.4pp | 735.21%-727.4pp | 519.81%-512.0pp |
| Employer contribution / active EE | $8,696 | $6,035+44.1% | $5,298+64.2% | $4,779+82.0% |
| Participant deferral / active EE | $16,618 | $5,806+186.2% | $5,081+227.1% | $5,609+196.3% |
| Admin fee / account holder | $2,144 | $16,145-86.7% | $13,411-84.0% | $10,828-80.2% |