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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 | $336,280 | $217,427+54.7% | $185,837+81.0% | $167,518+100.7% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 13.29% | 148.39%-135.1pp | 122.08%-108.8pp | 478.71%-465.4pp |
| Employer contribution / active EE | $14,198 | $5,874+141.7% | $5,168+174.7% | $4,838+193.4% |
| Participant deferral / active EE | $11,475 | $6,357+80.5% | $5,568+106.1% | $6,342+80.9% |
| Admin fee / account holder | $5,310 | $19,816-73.2% | $16,241-67.3% | $12,312-56.9% |