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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 | $304,024 | $209,425+45.2% | $178,499+70.3% | $158,966+91.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.55% | 188.80%-171.2pp | 151.10%-133.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $15,953 | $5,707+179.5% | $5,011+218.3% | $4,762+235.0% |
| Participant deferral / active EE | $9,401 | $5,955+57.9% | $5,202+80.7% | $5,983+57.1% |
| Admin fee / account holder | $549 | $17,078-96.8% | $13,986-96.1% | $11,250-95.1% |