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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 | $271,823 | $226,105+20.2% | $182,540+48.9% | $152,897+77.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.09% | 192.58%-166.5pp | 148.58%-122.5pp | 345.43%-319.3pp |
| Employer contribution / active EE | $15,697 | $4,978+215.3% | $4,076+285.1% | $4,764+229.5% |
| Participant deferral / active EE | $13,572 | $6,370+113.1% | $5,525+145.6% | $5,851+132.0% |
| Admin fee / account holder | $14,084 | $10,706+31.6% | $8,593+63.9% | $11,599+21.4% |