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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 | $270,558 | $175,259+54.4% | $149,723+80.7% | $139,487+94.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.45% | 166.82%-147.4pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $9,337 | $5,478+70.4% | $4,821+93.7% | $4,755+96.4% |
| Participant deferral / active EE | $9,015 | $6,522+38.2% | $5,682+58.6% | $6,713+34.3% |
| Admin fee / account holder | $533 | $16,158-96.7% | $13,215-96.0% | $11,407-95.3% |