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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 | $333,834 | $175,257+90.5% | $149,717+123.0% | $139,456+139.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.21% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $8,341 | $5,477+52.3% | $4,820+73.1% | $4,753+75.5% |
| Participant deferral / active EE | $11,110 | $6,521+70.4% | $5,682+95.5% | $6,711+65.5% |
| Admin fee / account holder | $629 | $16,156-96.1% | $13,213-95.2% | $11,407-94.5% |