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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 | $357,370 | $198,457+80.1% | $170,435+109.7% | $147,586+142.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.11% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $16,941 | $6,183+174.0% | $5,432+211.9% | $4,876+247.4% |
| Participant deferral / active EE | $9,948 | $5,629+76.7% | $4,939+101.4% | $5,439+82.9% |
| Admin fee / account holder | $4,631 | $16,852-72.5% | $13,881-66.6% | $10,886-57.5% |