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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 | $349,965 | $226,135+54.8% | $182,558+91.7% | $152,909+128.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.43% | 192.60%-170.2pp | 148.59%-126.2pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,425 | $4,979-51.3% | $4,076-40.5% | $4,764-49.1% |
| Participant deferral / active EE | $8,956 | $6,371+40.6% | $5,526+62.1% | $5,851+53.1% |
| Admin fee / account holder | $2,944 | $10,707-72.5% | $8,594-65.7% | $11,601-74.6% |