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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 | $338,975 | $209,422+61.9% | $178,503+89.9% | $158,982+113.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.18% | 188.81%-173.6pp | 151.12%-135.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $10,736 | $5,707+88.1% | $5,011+114.2% | $4,763+125.4% |
| Participant deferral / active EE | $10,577 | $5,955+77.6% | $5,202+103.3% | $5,983+76.8% |
| Admin fee / account holder | $1,536 | $17,079-91.0% | $13,987-89.0% | $11,252-86.3% |