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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 | $338,445 | $198,457+70.5% | $170,435+98.6% | $147,586+129.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.59% | 257.30%-242.7pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $18,816 | $6,183+204.3% | $5,432+246.4% | $4,876+285.9% |
| Participant deferral / active EE | $16,061 | $5,629+185.3% | $4,939+225.2% | $5,439+195.3% |
| Admin fee / account holder | $14,609 | $16,852-13.3% | $13,881+5.2% | $10,886+34.2% |