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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 | $371,135 | $171,492+116.4% | $150,734+146.2% | $198,609+86.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.91% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,092 | $5,470-43.5% | $4,918-37.1% | $5,055-38.8% |
| Participant deferral / active EE | $22,817 | $6,259+264.5% | $5,610+306.7% | $6,977+227.0% |
| Admin fee / account holder | $357 | $17,628-98.0% | $14,905-97.6% | $19,030-98.1% |