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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 | $322,711 | $183,539+75.8% | $155,556+107.5% | $145,897+121.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $7,704 | $5,315+44.9% | $4,675+64.8% | $4,663+65.2% |
| Participant deferral / active EE | $7,165 | $6,467+10.8% | $5,631+27.2% | $6,689+7.1% |
| Admin fee / account holder | $14,579 | $19,275-24.4% | $15,885-8.2% | $13,390+8.9% |