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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 | $263,911 | $184,000+43.4% | $162,185+62.7% | $152,909+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.02% | 150.80%-133.8pp | 115.61%-98.6pp | 345.46%-328.4pp |
| Employer contribution / active EE | $8,625 | $6,370+35.4% | $5,613+53.7% | $4,764+81.1% |
| Participant deferral / active EE | $15,917 | $8,033+98.2% | $7,297+118.1% | $5,851+172.0% |
| Admin fee / account holder | $70,694 | $13,124+438.7% | $10,844+551.9% | $11,601+509.4% |