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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 | $332,731 | $209,425+58.9% | $178,499+86.4% | $158,966+109.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.40% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $5,214 | $5,707-8.7% | $5,011+4.0% | $4,762+9.5% |
| Participant deferral / active EE | $17,180 | $5,955+188.5% | $5,202+230.2% | $5,983+187.1% |
| Admin fee / account holder | $75,364 | $17,078+341.3% | $13,986+438.8% | $11,250+569.9% |