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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 | $254,757 | $209,422+21.6% | $178,503+42.7% | $158,982+60.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.93% | 188.81%-163.9pp | 151.12%-126.2pp | 302.99%-278.1pp |
| Employer contribution / active EE | $8,376 | $5,707+46.8% | $5,011+67.1% | $4,763+75.9% |
| Participant deferral / active EE | $6,633 | $5,955+11.4% | $5,202+27.5% | $5,983+10.9% |
| Admin fee / account holder | $101,166 | $17,079+492.3% | $13,987+623.3% | $11,252+799.1% |