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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 | $325,003 | $202,440+60.5% | $169,390+91.9% | $139,466+133.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 532.36%-523.3pp | 406.07%-397.1pp | 373.66%-364.6pp |
| Employer contribution / active EE | $3,520 | $4,693-25.0% | $4,013-12.3% | $4,754-26.0% |
| Participant deferral / active EE | $4,633 | $6,940-33.2% | $6,222-25.5% | $6,712-31.0% |
| Admin fee / account holder | $8,075 | $10,722-24.7% | $9,015-10.4% | $11,409-29.2% |