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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 | $313,825 | $198,457+58.1% | $170,435+84.1% | $147,586+112.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.67% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $11,347 | $6,183+83.5% | $5,432+108.9% | $4,876+132.7% |
| Participant deferral / active EE | $8,179 | $5,629+45.3% | $4,939+65.6% | $5,439+50.4% |
| Admin fee / account holder | $5,809 | $16,852-65.5% | $13,881-58.2% | $10,886-46.6% |