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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 | $304,562 | $209,405+45.4% | $178,486+70.6% | $158,931+91.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.10% | 188.77%-170.7pp | 151.08%-133.0pp | 302.86%-284.8pp |
| Employer contribution / active EE | $12,420 | $5,707+117.6% | $5,011+147.9% | $4,761+160.8% |
| Participant deferral / active EE | $10,427 | $5,954+75.1% | $5,202+100.4% | $5,982+74.3% |
| Admin fee / account holder | $350 | $17,076-97.9% | $13,985-97.5% | $11,247-96.9% |