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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 | $258,210 | $226,090+14.2% | $182,531+41.5% | $152,885+68.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.95% | 192.57%-184.6pp | 148.57%-140.6pp | 345.39%-337.4pp |
| Employer contribution / active EE | $5,981 | $4,978+20.2% | $4,075+46.8% | $4,763+25.6% |
| Participant deferral / active EE | $2,305 | $6,369-63.8% | $5,525-58.3% | $5,851-60.6% |
| Admin fee / account holder | $38,746 | $10,705+261.9% | $8,593+350.9% | $11,598+234.1% |