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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 | $261,003 | $175,259+48.9% | $149,723+74.3% | $139,487+87.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 166.82%-155.2pp | 134.50%-122.8pp | 373.84%-362.2pp |
| Employer contribution / active EE | $10,125 | $5,478+84.8% | $4,821+110.0% | $4,755+112.9% |
| Participant deferral / active EE | $5,535 | $6,522-15.1% | $5,682-2.6% | $6,713-17.5% |
| Admin fee / account holder | $6,200 | $16,158-61.6% | $13,215-53.1% | $11,407-45.6% |