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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 | $369,930 | $209,422+76.6% | $178,503+107.2% | $158,982+132.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.50% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $9,451 | $5,707+65.6% | $5,011+88.6% | $4,763+98.4% |
| Participant deferral / active EE | $9,296 | $5,955+56.1% | $5,202+78.7% | $5,983+55.4% |
| Admin fee / account holder | $2,582 | $17,079-84.9% | $13,987-81.5% | $11,252-77.1% |