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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 | $320,186 | $209,428+52.9% | $178,498+79.4% | $158,950+101.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.99% | 188.78%-170.8pp | 151.09%-133.1pp | 302.91%-284.9pp |
| Employer contribution / active EE | $10,863 | $5,707+90.3% | $5,011+116.8% | $4,762+128.1% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $1,664 | $17,077-90.3% | $13,985-88.1% | $11,248-85.2% |