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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 | $369,378 | $209,405+76.4% | $178,486+107.0% | $158,931+132.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.07% | 188.77%-176.7pp | 151.08%-139.0pp | 302.86%-290.8pp |
| Employer contribution / active EE | $23,660 | $5,707+314.6% | $5,011+372.2% | $4,761+396.9% |
| Participant deferral / active EE | $17,606 | $5,954+195.7% | $5,202+238.5% | $5,982+194.3% |
| Admin fee / account holder | $2,264 | $17,076-86.7% | $13,985-83.8% | $11,247-79.9% |