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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 | $407,016 | $217,432+87.2% | $185,849+119.0% | $167,536+142.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.91% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $10,196 | $5,875+73.6% | $5,169+97.3% | $4,839+110.7% |
| Participant deferral / active EE | $6,678 | $6,357+5.0% | $5,569+19.9% | $6,342+5.3% |
| Admin fee / account holder | $3,494 | $19,818-82.4% | $16,244-78.5% | $12,315-71.6% |