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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 | $126,519+137.4% | $106,201+182.9% | $145,959+105.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.39% | 225.10%-215.7pp | 116.26%-106.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $4,966 | $3,726+33.3% | $3,170+56.7% | $4,661+6.5% |
| Participant deferral / active EE | $7,583 | $5,716+32.7% | $5,012+51.3% | $6,689+13.4% |
| Admin fee / account holder | $547 | $17,312-96.8% | $11,039-95.0% | $13,398-95.9% |