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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 | $367,451 | $217,432+69.0% | $185,849+97.7% | $167,536+119.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.18% | 148.42%-131.2pp | 122.10%-104.9pp | 478.82%-461.6pp |
| Employer contribution / active EE | $10,924 | $5,875+86.0% | $5,169+111.4% | $4,839+125.7% |
| Participant deferral / active EE | $9,605 | $6,357+51.1% | $5,569+72.5% | $6,342+51.5% |
| Admin fee / account holder | $3,403 | $19,818-82.8% | $16,244-79.0% | $12,315-72.4% |