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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 | $310,332 | $209,422+48.2% | $178,503+73.9% | $158,982+95.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.81%-176.9pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,322 | $5,707+10.8% | $5,011+26.2% | $4,763+32.7% |
| Participant deferral / active EE | $8,009 | $5,955+34.5% | $5,202+54.0% | $5,983+33.9% |
| Admin fee / account holder | $10,384 | $17,079-39.2% | $13,987-25.8% | $11,252-7.7% |