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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 | $355,662 | $209,428+69.8% | $178,498+99.3% | $158,950+123.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.43% | 188.78%-179.4pp | 151.09%-141.7pp | 302.91%-293.5pp |
| Employer contribution / active EE | $2,058 | $5,707-63.9% | $5,011-58.9% | $4,762-56.8% |
| Participant deferral / active EE | $8,060 | $5,955+35.4% | $5,202+54.9% | $5,983+34.7% |
| Admin fee / account holder | $203,406 | $17,077+1091.1% | $13,985+1354.4% | $11,248+1708.3% |