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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 | $321,747 | $175,257+83.6% | $149,717+114.9% | $139,456+130.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-360.0pp |
| Employer contribution / active EE | $11,327 | $5,477+106.8% | $4,820+135.0% | $4,753+138.3% |
| Participant deferral / active EE | $8,371 | $6,521+28.4% | $5,682+47.3% | $6,711+24.7% |
| Admin fee / account holder | $18,248 | $16,156+13.0% | $13,213+38.1% | $11,407+60.0% |