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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 | $281,195 | $209,428+34.3% | $178,498+57.5% | $158,950+76.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.46% | 188.78%-166.3pp | 151.09%-128.6pp | 302.91%-280.5pp |
| Employer contribution / active EE | $5,457 | $5,707-4.4% | $5,011+8.9% | $4,762+14.6% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $858 | $17,077-95.0% | $13,985-93.9% | $11,248-92.4% |