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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 | $292,845 | $107,363+172.8% | $92,909+215.2% | $152,897+91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.29% | 145.63%-125.3pp | 109.44%-89.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $11,997 | $4,222+184.1% | $3,653+228.4% | $4,764+151.8% |
| Participant deferral / active EE | $6,015 | $4,848+24.1% | $4,238+41.9% | $5,851+2.8% |
| Admin fee / account holder | $6,971 | $7,082-1.6% | $5,795+20.3% | $11,599-39.9% |