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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 | $277,416 | $183,516+51.2% | $155,534+78.4% | $145,884+90.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.07% | 61.43%-52.4pp | 64.92%-55.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $18,717 | $5,315+252.2% | $4,675+300.4% | $4,662+301.5% |
| Participant deferral / active EE | $21,922 | $6,467+239.0% | $5,630+289.3% | $6,690+227.7% |
| Admin fee / account holder | $65,362 | $19,293+238.8% | $15,900+311.1% | $13,392+388.1% |