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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 | $329,885 | $171,492+92.4% | $150,734+118.9% | $198,609+66.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.14% | 804.70%-794.6pp | 600.81%-590.7pp | 202.70%-192.6pp |
| Employer contribution / active EE | $4,857 | $5,470-11.2% | $4,918-1.3% | $5,055-3.9% |
| Participant deferral / active EE | $9,275 | $6,259+48.2% | $5,610+65.3% | $6,977+32.9% |
| Admin fee / account holder | $24,972 | $17,628+41.7% | $14,905+67.5% | $19,030+31.2% |