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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 | $258,238 | $198,457+30.1% | $170,435+51.5% | $147,586+75.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.65% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $8,850 | $6,183+43.1% | $5,432+62.9% | $4,876+81.5% |
| Participant deferral / active EE | $7,428 | $5,629+31.9% | $4,939+50.4% | $5,439+36.6% |
| Admin fee / account holder | $526 | $16,852-96.9% | $13,881-96.2% | $10,886-95.2% |