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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 | $300,414 | $125,237+139.9% | $105,608+184.5% | $145,877+105.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.39% | 225.76%-216.4pp | 116.50%-107.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,966 | $3,720+33.5% | $3,167+56.8% | $4,663+6.5% |
| Participant deferral / active EE | $7,583 | $5,711+32.8% | $5,010+51.4% | $6,691+13.3% |
| Admin fee / account holder | $547 | $17,287-96.8% | $11,028-95.0% | $13,402-95.9% |