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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 | $406,029 | $226,135+79.6% | $182,558+122.4% | $152,909+165.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.11% | 192.60%-183.5pp | 148.59%-139.5pp | 345.46%-336.4pp |
| Employer contribution / active EE | $7,560 | $4,979+51.8% | $4,076+85.5% | $4,764+58.7% |
| Participant deferral / active EE | $12,000 | $6,371+88.4% | $5,526+117.2% | $5,851+105.1% |
| Admin fee / account holder | $786 | $10,707-92.7% | $8,594-90.9% | $11,601-93.2% |