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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 | $314,959 | $217,432+44.9% | $185,849+69.5% | $167,536+88.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.11% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $16,768 | $5,875+185.4% | $5,169+224.4% | $4,839+246.5% |
| Participant deferral / active EE | $11,072 | $6,357+74.2% | $5,569+98.8% | $6,342+74.6% |
| Admin fee / account holder | $67,801 | $19,818+242.1% | $16,244+317.4% | $12,315+450.6% |