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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 | $312,509 | $175,259+78.3% | $149,723+108.7% | $139,487+124.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.80% | 166.82%-155.0pp | 134.50%-122.7pp | 373.84%-362.0pp |
| Employer contribution / active EE | $11,740 | $5,478+114.3% | $4,821+143.5% | $4,755+146.9% |
| Participant deferral / active EE | $14,608 | $6,522+124.0% | $5,682+157.1% | $6,713+117.6% |
| Admin fee / account holder | $2,290 | $16,158-85.8% | $13,215-82.7% | $11,407-79.9% |