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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 | $306,366 | $183,978+66.5% | $162,171+88.9% | $152,885+100.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.90% | 150.78%-134.9pp | 115.60%-99.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $6,996 | $6,370+9.8% | $5,613+24.6% | $4,763+46.9% |
| Participant deferral / active EE | $12,069 | $8,033+50.2% | $7,297+65.4% | $5,851+106.3% |
| Admin fee / account holder | $5,903 | $13,122-55.0% | $10,843-45.6% | $11,598-49.1% |