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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 | $264,009 | $209,422+26.1% | $178,503+47.9% | $158,982+66.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.82% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $21,614 | $5,707+278.7% | $5,011+331.3% | $4,763+353.8% |
| Participant deferral / active EE | $10,848 | $5,955+82.2% | $5,202+108.5% | $5,983+81.3% |
| Admin fee / account holder | $46,257 | $17,079+170.8% | $13,987+230.7% | $11,252+311.1% |