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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 | $304,033 | $203,483+49.4% | $152,473+99.4% | $167,536+81.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 21.45% | 13.80%+7.7pp | 757.59%-736.1pp | 478.82%-457.4pp |
| Employer contribution / active EE | $8,531 | $5,219+63.5% | $4,326+97.2% | $4,839+76.3% |
| Participant deferral / active EE | $5,622 | $6,711-16.2% | $5,817-3.4% | $6,342-11.4% |
| Admin fee / account holder | $7,746 | $22,521-65.6% | $15,811-51.0% | $12,315-37.1% |