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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 | $305,340 | $198,457+53.9% | $170,435+79.2% | $147,586+106.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.41% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $12,729 | $6,183+105.9% | $5,432+134.3% | $4,876+161.0% |
| Participant deferral / active EE | $6,643 | $5,629+18.0% | $4,939+34.5% | $5,439+22.1% |
| Admin fee / account holder | $41,581 | $16,852+146.7% | $13,881+199.6% | $10,886+282.0% |