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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 | $366,095 | $175,257+108.9% | $149,717+144.5% | $139,456+162.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.41% | 166.70%-121.3pp | 134.41%-89.0pp | 373.45%-328.0pp |
| Employer contribution / active EE | $8,033 | $5,477+46.7% | $4,820+66.7% | $4,753+69.0% |
| Participant deferral / active EE | $12,430 | $6,521+90.6% | $5,682+118.8% | $6,711+85.2% |
| Admin fee / account holder | $724 | $16,156-95.5% | $13,213-94.5% | $11,407-93.7% |