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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 | $380,153 | $198,457+91.6% | $170,435+123.0% | $147,586+157.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.57% | 257.30%-246.7pp | 205.94%-195.4pp | 578.59%-568.0pp |
| Employer contribution / active EE | $11,111 | $6,183+79.7% | $5,432+104.5% | $4,876+127.8% |
| Participant deferral / active EE | $8,669 | $5,629+54.0% | $4,939+75.5% | $5,439+59.4% |
| Admin fee / account holder | $2,363 | $16,852-86.0% | $13,881-83.0% | $10,886-78.3% |