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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 | $314,294 | $209,425+50.1% | $178,499+76.1% | $158,966+97.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.84% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.1pp |
| Employer contribution / active EE | $10,356 | $5,707+81.5% | $5,011+106.7% | $4,762+117.5% |
| Participant deferral / active EE | $13,076 | $5,955+119.6% | $5,202+151.4% | $5,983+118.5% |
| Admin fee / account holder | $622 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |