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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 | $309,060 | $175,259+76.3% | $149,723+106.4% | $139,487+121.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.16% | 166.82%-151.7pp | 134.50%-119.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $8,924 | $5,478+62.9% | $4,821+85.1% | $4,755+87.7% |
| Participant deferral / active EE | $34,500 | $6,522+429.0% | $5,682+507.1% | $6,713+414.0% |
| Admin fee / account holder | $7,240 | $16,158-55.2% | $13,215-45.2% | $11,407-36.5% |