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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 | $289,775 | $202,440+43.1% | $169,390+71.1% | $139,466+107.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 532.36%-516.0pp | 406.07%-389.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $8,097 | $4,693+72.5% | $4,013+101.8% | $4,754+70.3% |
| Participant deferral / active EE | $6,663 | $6,940-4.0% | $6,222+7.1% | $6,712-0.7% |
| Admin fee / account holder | $8,036 | $10,722-25.1% | $9,015-10.9% | $11,409-29.6% |