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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 | $323,806 | $183,539+76.4% | $155,556+108.2% | $145,897+121.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,958 | $5,315-44.4% | $4,675-36.7% | $4,663-36.6% |
| Participant deferral / active EE | $8,037 | $6,467+24.3% | $5,631+42.7% | $6,689+20.1% |
| Admin fee / account holder | $2,036 | $19,275-89.4% | $15,885-87.2% | $13,390-84.8% |