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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 | $305,853 | $202,440+51.1% | $169,390+80.6% | $139,466+119.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 532.36%-517.5pp | 406.07%-391.2pp | 373.66%-358.8pp |
| Employer contribution / active EE | $8,057 | $4,693+71.7% | $4,013+100.8% | $4,754+69.5% |
| Participant deferral / active EE | $7,847 | $6,940+13.1% | $6,222+26.1% | $6,712+16.9% |
| Admin fee / account holder | $16,272 | $10,722+51.8% | $9,015+80.5% | $11,409+42.6% |