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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 | $366,382 | $198,457+84.6% | $170,435+115.0% | $147,586+148.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.73% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $22,070 | $6,183+256.9% | $5,432+306.3% | $4,876+352.6% |
| Participant deferral / active EE | $15,351 | $5,629+172.7% | $4,939+210.8% | $5,439+182.3% |
| Admin fee / account holder | $15,050 | $16,852-10.7% | $13,881+8.4% | $10,886+38.3% |