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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 | $306,797 | $175,257+75.1% | $149,717+104.9% | $139,456+120.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.94% | 166.70%-146.8pp | 134.41%-114.5pp | 373.45%-353.5pp |
| Employer contribution / active EE | $19,393 | $5,477+254.1% | $4,820+302.4% | $4,753+308.1% |
| Participant deferral / active EE | $15,217 | $6,521+133.3% | $5,682+167.8% | $6,711+126.7% |
| Admin fee / account holder | $2,379 | $16,156-85.3% | $13,213-82.0% | $11,407-79.1% |