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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 | $442,177 | $185,883+137.9% | $170,043+160.0% | $139,466+217.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.21% | 60.54%-40.3pp | 53.40%-33.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $12,201 | $7,596+60.6% | $6,790+79.7% | $4,754+156.6% |
| Participant deferral / active EE | $23,549 | $11,626+102.6% | $10,410+126.2% | $6,712+250.8% |
| Admin fee / account holder | $333 | $15,393-97.8% | $12,824-97.4% | $11,409-97.1% |