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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 | $406,321 | $184,000+120.8% | $162,185+150.5% | $152,909+165.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.86% | 150.80%-126.9pp | 115.61%-91.8pp | 345.46%-321.6pp |
| Employer contribution / active EE | $7,144 | $6,370+12.1% | $5,613+27.3% | $4,764+50.0% |
| Participant deferral / active EE | $10,993 | $8,033+36.9% | $7,297+50.7% | $5,851+87.9% |
| Admin fee / account holder | $429 | $13,124-96.7% | $10,844-96.0% | $11,601-96.3% |