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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 | $279,767 | $209,428+33.6% | $178,498+56.7% | $158,950+76.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.84% | 188.78%-181.9pp | 151.09%-144.3pp | 302.91%-296.1pp |
| Employer contribution / active EE | $16,001 | $5,707+180.4% | $5,011+219.3% | $4,762+236.0% |
| Participant deferral / active EE | $18,471 | $5,955+210.2% | $5,202+255.1% | $5,983+208.7% |
| Admin fee / account holder | $108,130 | $17,077+533.2% | $13,985+673.2% | $11,248+861.3% |