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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 | $318,366 | $202,326+57.4% | $172,745+84.3% | $152,870+108.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.08% | 1029.72%-1014.6pp | 802.90%-787.8pp | 345.34%-330.3pp |
| Employer contribution / active EE | $14,280 | $5,858+143.8% | $5,144+177.6% | $4,763+199.8% |
| Participant deferral / active EE | $7,700 | $5,948+29.5% | $5,197+48.2% | $5,850+31.6% |
| Admin fee / account holder | $11,042 | $17,110-35.5% | $13,954-20.9% | $11,597-4.8% |