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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 | $202,460+43.1% | $169,385+71.1% | $139,456+107.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 532.07%-515.7pp | 405.82%-389.5pp | 373.45%-357.1pp |
| Employer contribution / active EE | $8,097 | $4,691+72.6% | $4,012+101.8% | $4,753+70.4% |
| Participant deferral / active EE | $6,663 | $6,938-4.0% | $6,221+7.1% | $6,711-0.7% |
| Admin fee / account holder | $8,036 | $10,719-25.0% | $9,011-10.8% | $11,407-29.6% |