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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 | $365,589 | $209,422+74.6% | $178,503+104.8% | $158,982+130.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.65% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $10,915 | $5,707+91.3% | $5,011+117.8% | $4,763+129.2% |
| Participant deferral / active EE | $8,945 | $5,955+50.2% | $5,202+71.9% | $5,983+49.5% |
| Admin fee / account holder | $11,443 | $17,079-33.0% | $13,987-18.2% | $11,252+1.7% |