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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 | $348,139 | $198,457+75.4% | $170,435+104.3% | $147,586+135.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.62% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $8,336 | $6,183+34.8% | $5,432+53.5% | $4,876+71.0% |
| Participant deferral / active EE | $12,431 | $5,629+120.8% | $4,939+151.7% | $5,439+128.6% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |