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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 | $430,705 | $197,637+117.9% | $177,848+142.2% | $158,982+170.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.89% | 58.77%-39.9pp | 48.33%-29.4pp | 302.99%-284.1pp |
| Employer contribution / active EE | $22,398 | $6,698+234.4% | $5,919+278.4% | $4,763+370.3% |
| Participant deferral / active EE | $14,237 | $8,405+69.4% | $7,714+84.6% | $5,983+137.9% |
| Admin fee / account holder | $12,748 | $15,406-17.3% | $12,431+2.5% | $11,252+13.3% |