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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 | $175,231+108.9% | $149,696+144.6% | $139,466+162.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.41% | 166.77%-121.4pp | 134.46%-89.1pp | 373.66%-328.3pp |
| Employer contribution / active EE | $8,033 | $5,478+46.6% | $4,821+66.6% | $4,754+69.0% |
| Participant deferral / active EE | $12,430 | $6,521+90.6% | $5,682+118.8% | $6,712+85.2% |
| Admin fee / account holder | $724 | $16,155-95.5% | $13,212-94.5% | $11,409-93.7% |