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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 | $416,395 | $185,883+124.0% | $170,043+144.9% | $139,466+198.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.59% | 60.54%-47.9pp | 53.40%-40.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $25,000 | $7,596+229.1% | $6,790+268.2% | $4,754+425.9% |
| Participant deferral / active EE | $21,600 | $11,626+85.8% | $10,410+107.5% | $6,712+221.8% |
| Admin fee / account holder | $3,159 | $15,393-79.5% | $12,824-75.4% | $11,409-72.3% |