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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 | $339,970 | $209,425+62.3% | $178,499+90.5% | $158,966+113.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.55% | 188.80%-172.2pp | 151.10%-134.5pp | 302.95%-286.4pp |
| Employer contribution / active EE | $10,977 | $5,707+92.3% | $5,011+119.0% | $4,762+130.5% |
| Participant deferral / active EE | $10,164 | $5,955+70.7% | $5,202+95.4% | $5,983+69.9% |
| Admin fee / account holder | $878 | $17,078-94.9% | $13,986-93.7% | $11,250-92.2% |