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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 | $371,888 | $209,425+77.6% | $178,499+108.3% | $158,966+133.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.84% | 188.80%-179.0pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $11,366 | $5,707+99.1% | $5,011+126.8% | $4,762+138.7% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $5,281 | $17,078-69.1% | $13,986-62.2% | $11,250-53.1% |