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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 | $293,210 | $202,463+44.8% | $169,397+73.1% | $139,487+110.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.53% | 532.64%-515.1pp | 406.23%-388.7pp | 373.84%-356.3pp |
| Employer contribution / active EE | $8,272 | $4,694+76.2% | $4,013+106.1% | $4,755+74.0% |
| Participant deferral / active EE | $8,897 | $6,941+28.2% | $6,223+43.0% | $6,713+32.5% |
| Admin fee / account holder | $1,210 | $10,726-88.7% | $9,017-86.6% | $11,407-89.4% |