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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 | $372,395 | $198,457+87.6% | $170,435+118.5% | $147,586+152.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.95% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.6pp |
| Employer contribution / active EE | $12,922 | $6,183+109.0% | $5,432+137.9% | $4,876+165.0% |
| Participant deferral / active EE | $6,685 | $5,629+18.8% | $4,939+35.3% | $5,439+22.9% |
| Admin fee / account holder | $2,280 | $16,852-86.5% | $13,881-83.6% | $10,886-79.1% |