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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 | $318,858 | $209,422+52.3% | $178,503+78.6% | $158,982+100.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.17% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $6,524 | $5,707+14.3% | $5,011+30.2% | $4,763+37.0% |
| Participant deferral / active EE | $7,866 | $5,955+32.1% | $5,202+51.2% | $5,983+31.5% |
| Admin fee / account holder | $2,882 | $17,079-83.1% | $13,987-79.4% | $11,252-74.4% |