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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 | $352,461 | $197,603+78.4% | $177,827+98.2% | $158,950+121.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.87% | 58.76%-51.9pp | 48.32%-41.4pp | 302.91%-296.0pp |
| Employer contribution / active EE | $15,018 | $6,698+124.2% | $5,918+153.7% | $4,762+215.4% |
| Participant deferral / active EE | $13,879 | $8,404+65.1% | $7,713+79.9% | $5,983+132.0% |
| Admin fee / account holder | $350,463 | $15,402+2175.5% | $12,429+2719.7% | $11,248+3015.7% |