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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 | $389,091 | $198,457+96.1% | $170,435+128.3% | $147,586+163.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.97% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $12,443 | $6,183+101.2% | $5,432+129.0% | $4,876+155.2% |
| Participant deferral / active EE | $12,563 | $5,629+123.2% | $4,939+154.3% | $5,439+131.0% |
| Admin fee / account holder | $653 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |