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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 | $282,972 | $198,457+42.6% | $170,435+66.0% | $147,586+91.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $10,468 | $6,183+69.3% | $5,432+92.7% | $4,876+114.7% |
| Participant deferral / active EE | $7,643 | $5,629+35.8% | $4,939+54.7% | $5,439+40.5% |
| Admin fee / account holder | $4,326 | $16,852-74.3% | $13,881-68.8% | $10,886-60.3% |