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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 | $346,074 | $183,516+88.6% | $155,534+122.5% | $145,884+137.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,961 | $5,315+68.6% | $4,675+91.7% | $4,662+92.2% |
| Participant deferral / active EE | $18,171 | $6,467+181.0% | $5,630+222.7% | $6,690+171.6% |
| Admin fee / account holder | $8,007 | $19,293-58.5% | $15,900-49.6% | $13,392-40.2% |