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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 | $327,602 | $209,422+56.4% | $178,503+83.5% | $158,982+106.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.60% | 188.81%-151.2pp | 151.12%-113.5pp | 302.99%-265.4pp |
| Employer contribution / active EE | $6,467 | $5,707+13.3% | $5,011+29.0% | $4,763+35.8% |
| Participant deferral / active EE | $4,784 | $5,955-19.7% | $5,202-8.0% | $5,983-20.0% |
| Admin fee / account holder | $9,778 | $17,079-42.8% | $13,987-30.1% | $11,252-13.1% |