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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 | $297,773 | $198,457+50.0% | $170,435+74.7% | $147,586+101.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.54% | 257.30%-245.8pp | 205.94%-194.4pp | 578.59%-567.1pp |
| Employer contribution / active EE | $17,796 | $6,183+187.8% | $5,432+227.6% | $4,876+264.9% |
| Participant deferral / active EE | $15,750 | $5,629+179.8% | $4,939+218.9% | $5,439+189.6% |
| Admin fee / account holder | $1,150 | $16,852-93.2% | $13,881-91.7% | $10,886-89.4% |