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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 | $371,471 | $209,888+77.0% | $189,545+96.0% | $167,553+121.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.54% | 748.66%-727.1pp | 555.36%-533.8pp | 478.89%-457.4pp |
| Employer contribution / active EE | $2,201 | $6,915-68.2% | $6,162-64.3% | $4,840-54.5% |
| Participant deferral / active EE | $7,901 | $8,934-11.6% | $8,220-3.9% | $6,343+24.6% |
| Admin fee / account holder | $4,320 | $14,300-69.8% | $12,049-64.1% | $12,316-64.9% |