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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 | $327,746 | $165,361+98.2% | $149,715+118.9% | $158,950+106.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.71% | 348.24%-329.5pp | 276.66%-257.9pp | 302.91%-284.2pp |
| Employer contribution / active EE | $8,581 | $5,103+68.1% | $4,645+84.8% | $4,762+80.2% |
| Participant deferral / active EE | $9,433 | $7,182+31.4% | $6,842+37.9% | $5,983+57.7% |
| Admin fee / account holder | $7,393 | $10,808-31.6% | $9,310-20.6% | $11,248-34.3% |