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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 | $312,686 | $209,428+49.3% | $178,498+75.2% | $158,950+96.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.98% | 188.78%-176.8pp | 151.09%-139.1pp | 302.91%-290.9pp |
| Employer contribution / active EE | $11,608 | $5,707+103.4% | $5,011+131.7% | $4,762+143.8% |
| Participant deferral / active EE | $8,439 | $5,955+41.7% | $5,202+62.2% | $5,983+41.1% |
| Admin fee / account holder | $2,150 | $17,077-87.4% | $13,985-84.6% | $11,248-80.9% |