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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 | $389,635 | $209,425+86.1% | $178,499+118.3% | $158,966+145.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.99% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $8,728 | $5,707+52.9% | $5,011+74.2% | $4,762+83.3% |
| Participant deferral / active EE | $7,160 | $5,955+20.2% | $5,202+37.6% | $5,983+19.7% |
| Admin fee / account holder | $1,350 | $17,078-92.1% | $13,986-90.4% | $11,250-88.0% |