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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 | $347,787 | $198,457+75.2% | $170,435+104.1% | $147,586+135.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.08% | 257.30%-234.2pp | 205.94%-182.9pp | 578.59%-555.5pp |
| Employer contribution / active EE | $16,177 | $6,183+161.6% | $5,432+197.8% | $4,876+231.7% |
| Participant deferral / active EE | $12,307 | $5,629+118.6% | $4,939+149.2% | $5,439+126.3% |
| Admin fee / account holder | $1,313 | $16,852-92.2% | $13,881-90.5% | $10,886-87.9% |