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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 | $331,746 | $162,136+104.6% | $152,301+117.8% | $154,746+114.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 57.30% | 91.02%-33.7pp | 80.50%-23.2pp | 172.34%-115.0pp |
| Employer contribution / active EE | $8,809 | $4,890+80.1% | $4,624+90.5% | $4,379+101.2% |
| Participant deferral / active EE | $25,753 | $8,341+208.8% | $8,004+221.8% | $6,730+282.6% |
| Admin fee / account holder | $7,669 | $15,759-51.3% | $14,398-46.7% | $14,365-46.6% |