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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 | $369,250 | $217,432+69.8% | $185,851+98.7% | $167,553+120.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.33% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $20,376 | $5,874+246.9% | $5,168+294.2% | $4,840+321.0% |
| Participant deferral / active EE | $9,257 | $6,357+45.6% | $5,569+66.2% | $6,343+46.0% |
| Admin fee / account holder | $2,738 | $19,820-86.2% | $16,245-83.1% | $12,316-77.8% |