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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 | $257,141 | $209,422+22.8% | $178,503+44.1% | $158,982+61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.99% | 188.81%-180.8pp | 151.12%-143.1pp | 302.99%-295.0pp |
| Employer contribution / active EE | $14,139 | $5,707+147.8% | $5,011+182.1% | $4,763+196.9% |
| Participant deferral / active EE | $8,921 | $5,955+49.8% | $5,202+71.5% | $5,983+49.1% |
| Admin fee / account holder | $3,064 | $17,079-82.1% | $13,987-78.1% | $11,252-72.8% |