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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 | $543,473 | $209,422+159.5% | $178,503+204.5% | $158,982+241.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.34% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $8,982 | $5,707+57.4% | $5,011+79.2% | $4,763+88.6% |
| Participant deferral / active EE | $7,427 | $5,955+24.7% | $5,202+42.8% | $5,983+24.1% |
| Admin fee / account holder | $9,605 | $17,079-43.8% | $13,987-31.3% | $11,252-14.6% |