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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 | $413,624 | $165,351+150.1% | $149,710+176.3% | $158,931+160.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.79% | 348.19%-324.4pp | 276.63%-252.8pp | 302.86%-279.1pp |
| Employer contribution / active EE | $8,671 | $5,103+69.9% | $4,645+86.7% | $4,761+82.1% |
| Participant deferral / active EE | $10,876 | $7,181+51.5% | $6,842+59.0% | $5,982+81.8% |
| Admin fee / account holder | $147,267 | $10,807+1262.7% | $9,309+1482.0% | $11,247+1209.4% |