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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 | $352,176 | $184,000+91.4% | $162,185+117.1% | $152,909+130.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.24% | 150.80%-127.6pp | 115.61%-92.4pp | 345.46%-322.2pp |
| Employer contribution / active EE | $17,050 | $6,370+167.6% | $5,613+203.7% | $4,764+257.9% |
| Participant deferral / active EE | $10,699 | $8,033+33.2% | $7,297+46.6% | $5,851+82.8% |
| Admin fee / account holder | $2,928 | $13,124-77.7% | $10,844-73.0% | $11,601-74.8% |