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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 | $354,953 | $198,457+78.9% | $170,435+108.3% | $147,586+140.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.99% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $15,682 | $6,183+153.6% | $5,432+188.7% | $4,876+221.6% |
| Participant deferral / active EE | $15,222 | $5,629+170.4% | $4,939+208.2% | $5,439+179.9% |
| Admin fee / account holder | $38,459 | $16,852+128.2% | $13,881+177.1% | $10,886+253.3% |