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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 | $306,280 | $209,422+46.3% | $178,503+71.6% | $158,982+92.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.41% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $14,921 | $5,707+161.5% | $5,011+197.8% | $4,763+213.3% |
| Participant deferral / active EE | $8,785 | $5,955+47.5% | $5,202+68.9% | $5,983+46.8% |
| Admin fee / account holder | $712 | $17,079-95.8% | $13,987-94.9% | $11,252-93.7% |