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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 | $253,538 | $217,427+16.6% | $185,837+36.4% | $167,518+51.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 199.70% | 148.39%+51.3pp | 122.08%+77.6pp | 478.71%-279.0pp |
| Employer contribution / active EE | $15,522 | $5,874+164.2% | $5,168+200.3% | $4,838+220.8% |
| Participant deferral / active EE | $9,467 | $6,357+48.9% | $5,568+70.0% | $6,342+49.3% |
| Admin fee / account holder | $8,866 | $19,816-55.3% | $16,241-45.4% | $12,312-28.0% |