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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 | $352,065 | $217,427+61.9% | $185,837+89.4% | $167,518+110.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.24% | 148.39%-127.2pp | 122.08%-100.8pp | 478.71%-457.5pp |
| Employer contribution / active EE | $13,737 | $5,874+133.8% | $5,168+165.8% | $4,838+183.9% |
| Participant deferral / active EE | $6,126 | $6,357-3.6% | $5,568+10.0% | $6,342-3.4% |
| Admin fee / account holder | $2,396 | $19,816-87.9% | $16,241-85.2% | $12,312-80.5% |