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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 | $369,946 | $209,422+76.7% | $178,503+107.2% | $158,982+132.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.68% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $16,800 | $5,707+194.4% | $5,011+235.3% | $4,763+252.7% |
| Participant deferral / active EE | $17,451 | $5,955+193.0% | $5,202+235.4% | $5,983+191.6% |
| Admin fee / account holder | $1,398 | $17,079-91.8% | $13,987-90.0% | $11,252-87.6% |