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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 | $385,324 | $183,988+109.4% | $162,177+137.6% | $152,897+152.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.79% | 150.79%-125.0pp | 115.60%-89.8pp | 345.43%-319.6pp |
| Employer contribution / active EE | $23,800 | $6,370+273.6% | $5,613+324.0% | $4,764+399.6% |
| Participant deferral / active EE | $19,444 | $8,032+142.1% | $7,297+166.5% | $5,851+232.3% |
| Admin fee / account holder | $77,703 | $13,123+492.1% | $10,843+616.6% | $11,599+569.9% |