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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 | $282,647 | $209,422+35.0% | $178,503+58.3% | $158,982+77.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.87% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $23,506 | $5,707+311.9% | $5,011+369.1% | $4,763+393.5% |
| Participant deferral / active EE | $15,600 | $5,955+162.0% | $5,202+199.9% | $5,983+160.7% |
| Admin fee / account holder | $1,088 | $17,079-93.6% | $13,987-92.2% | $11,252-90.3% |