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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 | $275,834 | $202,440+36.3% | $169,390+62.8% | $139,466+97.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.99% | 532.36%-509.4pp | 406.07%-383.1pp | 373.66%-350.7pp |
| Employer contribution / active EE | $10,253 | $4,693+118.5% | $4,013+155.5% | $4,754+115.7% |
| Participant deferral / active EE | $12,838 | $6,940+85.0% | $6,222+106.3% | $6,712+91.3% |
| Admin fee / account holder | $7,122 | $10,722-33.6% | $9,015-21.0% | $11,409-37.6% |