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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 | $255,511 | $175,231+45.8% | $149,696+70.7% | $139,466+83.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $7,864 | $5,478+43.6% | $4,821+63.1% | $4,754+65.4% |
| Participant deferral / active EE | $10,377 | $6,521+59.1% | $5,682+82.6% | $6,712+54.6% |
| Admin fee / account holder | $718 | $16,155-95.6% | $13,212-94.6% | $11,409-93.7% |