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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 | $311,481 | $209,422+48.7% | $178,503+74.5% | $158,982+95.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.94% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.0pp |
| Employer contribution / active EE | $15,294 | $5,707+168.0% | $5,011+205.2% | $4,763+221.1% |
| Participant deferral / active EE | $8,099 | $5,955+36.0% | $5,202+55.7% | $5,983+35.4% |
| Admin fee / account holder | $5,361 | $17,079-68.6% | $13,987-61.7% | $11,252-52.4% |