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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 | $361,301 | $198,457+82.1% | $170,435+112.0% | $147,586+144.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.05% | 257.30%-245.3pp | 205.94%-193.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $19,447 | $6,183+214.5% | $5,432+258.0% | $4,876+298.8% |
| Participant deferral / active EE | $4,468 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $3,668 | $16,852-78.2% | $13,881-73.6% | $10,886-66.3% |