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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 | $284,343 | $166,131+71.2% | $164,975+72.4% | $145,877+94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.37%-91.4pp | 70.12%-61.2pp | 551.28%-542.3pp |
| Employer contribution / active EE | $11,071 | $5,276+109.8% | $4,343+154.9% | $4,663+137.4% |
| Participant deferral / active EE | $8,107 | $6,962+16.4% | $6,033+34.4% | $6,691+21.2% |
| Admin fee / account holder | $8,330 | $16,648-50.0% | $12,688-34.4% | $13,402-37.8% |