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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 | $320,005 | $217,427+47.2% | $185,837+72.2% | $167,518+91.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.14% | 148.39%-134.3pp | 122.08%-107.9pp | 478.71%-464.6pp |
| Employer contribution / active EE | $9,974 | $5,874+69.8% | $5,168+93.0% | $4,838+106.1% |
| Participant deferral / active EE | $3,776 | $6,357-40.6% | $5,568-32.2% | $6,342-40.5% |
| Admin fee / account holder | $2,793 | $19,816-85.9% | $16,241-82.8% | $12,312-77.3% |