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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 | $373,051 | $226,135+65.0% | $182,558+104.3% | $152,909+144.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.77% | 192.60%-173.8pp | 148.59%-129.8pp | 345.46%-326.7pp |
| Employer contribution / active EE | $10,906 | $4,979+119.0% | $4,076+167.6% | $4,764+128.9% |
| Participant deferral / active EE | $17,093 | $6,371+168.3% | $5,526+209.3% | $5,851+192.1% |
| Admin fee / account holder | $759 | $10,707-92.9% | $8,594-91.2% | $11,601-93.5% |