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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 | $370,134 | $185,856+99.2% | $170,028+117.7% | $139,456+165.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.88% | 60.52%-44.6pp | 53.39%-37.5pp | 373.45%-357.6pp |
| Employer contribution / active EE | $11,431 | $7,593+50.5% | $6,788+68.4% | $4,753+140.5% |
| Participant deferral / active EE | $18,969 | $11,623+63.2% | $10,409+82.2% | $6,711+182.6% |
| Admin fee / account holder | $402 | $15,387-97.4% | $12,820-96.9% | $11,407-96.5% |