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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 | $339,415 | $198,457+71.0% | $170,435+99.1% | $147,586+130.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.14% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $16,117 | $6,183+160.7% | $5,432+196.7% | $4,876+230.5% |
| Participant deferral / active EE | $15,118 | $5,629+168.6% | $4,939+206.1% | $5,439+178.0% |
| Admin fee / account holder | $2,620 | $16,852-84.5% | $13,881-81.1% | $10,886-75.9% |