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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 | $306,999 | $175,259+75.2% | $149,723+105.0% | $139,487+120.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $10,408 | $5,478+90.0% | $4,821+115.9% | $4,755+118.9% |
| Participant deferral / active EE | $8,838 | $6,522+35.5% | $5,682+55.5% | $6,713+31.7% |
| Admin fee / account holder | $24,094 | $16,158+49.1% | $13,215+82.3% | $11,407+111.2% |