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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 | $335,436 | $217,432+54.3% | $185,851+80.5% | $167,553+100.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.01% | 148.43%-135.4pp | 122.11%-109.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $11,846 | $5,874+101.6% | $5,168+129.2% | $4,840+144.8% |
| Participant deferral / active EE | $11,181 | $6,357+75.9% | $5,569+100.8% | $6,343+76.3% |
| Admin fee / account holder | $462 | $19,820-97.7% | $16,245-97.2% | $12,316-96.3% |