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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 | $310,405 | $183,539+69.1% | $155,556+99.5% | $145,897+112.8% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 19.08% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $14,329 | $5,315+169.6% | $4,675+206.5% | $4,663+207.3% |
| Participant deferral / active EE | $9,113 | $6,467+40.9% | $5,631+61.8% | $6,689+36.2% |
| Admin fee / account holder | $5,516 | $19,275-71.4% | $15,885-65.3% | $13,390-58.8% |