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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 | $363,863 | $209,888+73.4% | $189,545+92.0% | $167,553+117.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.25% | 748.66%-730.4pp | 555.36%-537.1pp | 478.89%-460.6pp |
| Employer contribution / active EE | $10,977 | $6,915+58.7% | $6,162+78.1% | $4,840+126.8% |
| Participant deferral / active EE | $16,569 | $8,934+85.5% | $8,220+101.6% | $6,343+161.2% |
| Admin fee / account holder | $2,197 | $14,300-84.6% | $12,049-81.8% | $12,316-82.2% |