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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 | $315,277 | $209,422+50.5% | $178,503+76.6% | $158,982+98.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.70% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $3,760 | $5,707-34.1% | $5,011-25.0% | $4,763-21.0% |
| Participant deferral / active EE | $7,837 | $5,955+31.6% | $5,202+50.6% | $5,983+31.0% |
| Admin fee / account holder | $2,333 | $17,079-86.3% | $13,987-83.3% | $11,252-79.3% |