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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 | $352,101 | $166,131+111.9% | $164,975+113.4% | $145,877+141.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $6,284 | $5,276+19.1% | $4,343+44.7% | $4,663+34.8% |
| Participant deferral / active EE | $8,150 | $6,962+17.1% | $6,033+35.1% | $6,691+21.8% |
| Admin fee / account holder | $489 | $16,648-97.1% | $12,688-96.1% | $13,402-96.3% |