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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 | $334,143 | $198,462+68.4% | $170,439+96.0% | $147,585+126.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.04% | 257.30%-235.3pp | 205.94%-183.9pp | 578.58%-556.5pp |
| Employer contribution / active EE | $14,175 | $6,184+129.2% | $5,433+160.9% | $4,876+190.7% |
| Participant deferral / active EE | $19,500 | $5,629+246.4% | $4,939+294.8% | $5,439+258.5% |
| Admin fee / account holder | $1,310 | $16,852-92.2% | $13,881-90.6% | $10,886-88.0% |