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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 | $376,339 | $198,457+89.6% | $170,435+120.8% | $147,586+155.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $11,203 | $6,183+81.2% | $5,432+106.2% | $4,876+129.7% |
| Participant deferral / active EE | $7,080 | $5,629+25.8% | $4,939+43.3% | $5,439+30.2% |
| Admin fee / account holder | $1,444 | $16,852-91.4% | $13,881-89.6% | $10,886-86.7% |