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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 | $334,759 | $180,462+85.5% | $154,111+117.2% | $135,379+147.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.80% | 888.17%-877.4pp | 735.18%-724.4pp | 519.79%-509.0pp |
| Employer contribution / active EE | $10,217 | $6,036+69.3% | $5,298+92.8% | $4,779+113.8% |
| Participant deferral / active EE | $7,864 | $5,806+35.4% | $5,081+54.8% | $5,609+40.2% |
| Admin fee / account holder | $1,661 | $16,145-89.7% | $13,411-87.6% | $10,828-84.7% |