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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 | $378,402 | $209,422+80.7% | $178,503+112.0% | $158,982+138.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.28% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $20,163 | $5,707+253.3% | $5,011+302.4% | $4,763+323.3% |
| Participant deferral / active EE | $14,036 | $5,955+135.7% | $5,202+169.8% | $5,983+134.6% |
| Admin fee / account holder | $2,252 | $17,079-86.8% | $13,987-83.9% | $11,252-80.0% |