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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 | $332,448 | $209,422+58.7% | $178,503+86.2% | $158,982+109.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $12,353 | $5,707+116.5% | $5,011+146.5% | $4,763+159.4% |
| Participant deferral / active EE | $10,040 | $5,955+68.6% | $5,202+93.0% | $5,983+67.8% |
| Admin fee / account holder | $2,896 | $17,079-83.0% | $13,987-79.3% | $11,252-74.3% |