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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 | $360,683 | $209,422+72.2% | $178,503+102.1% | $158,982+126.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.66% | 188.81%-180.1pp | 151.12%-142.5pp | 302.99%-294.3pp |
| Employer contribution / active EE | $14,509 | $5,707+154.2% | $5,011+189.5% | $4,763+204.6% |
| Participant deferral / active EE | $10,869 | $5,955+82.5% | $5,202+108.9% | $5,983+81.6% |
| Admin fee / account holder | $2,643 | $17,079-84.5% | $13,987-81.1% | $11,252-76.5% |