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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 | $381,116 | $209,422+82.0% | $178,503+113.5% | $158,982+139.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.42% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $28,900 | $5,707+406.4% | $5,011+476.7% | $4,763+506.8% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.5% |
| Admin fee / account holder | $17,538 | $17,079+2.7% | $13,987+25.4% | $11,252+55.9% |