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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 | $301,418 | $198,457+51.9% | $170,435+76.9% | $147,586+104.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.27% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $18,472 | $6,183+198.7% | $5,432+240.0% | $4,876+278.8% |
| Participant deferral / active EE | $19,950 | $5,629+254.4% | $4,939+303.9% | $5,439+266.8% |
| Admin fee / account holder | $3,050 | $16,852-81.9% | $13,881-78.0% | $10,886-72.0% |