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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 | $309,783 | $209,422+47.9% | $178,503+73.5% | $158,982+94.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.96% | 188.81%-174.8pp | 151.12%-137.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $10,480 | $5,707+83.6% | $5,011+109.1% | $4,763+120.0% |
| Participant deferral / active EE | $10,515 | $5,955+76.6% | $5,202+102.1% | $5,983+75.7% |
| Admin fee / account holder | $22,520 | $17,079+31.9% | $13,987+61.0% | $11,252+100.1% |