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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 | $252,062 | $198,457+27.0% | $170,435+47.9% | $147,586+70.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.30% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $14,762 | $6,183+138.7% | $5,432+171.7% | $4,876+202.7% |
| Participant deferral / active EE | $9,502 | $5,629+68.8% | $4,939+92.4% | $5,439+74.7% |
| Admin fee / account holder | $2,288 | $16,852-86.4% | $13,881-83.5% | $10,886-79.0% |