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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 | $358,920 | $185,856+93.1% | $170,028+111.1% | $139,456+157.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.74% | 60.52%-43.8pp | 53.39%-36.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $17,993 | $7,593+137.0% | $6,788+165.1% | $4,753+278.6% |
| Participant deferral / active EE | $19,226 | $11,623+65.4% | $10,409+84.7% | $6,711+186.5% |
| Admin fee / account holder | $140,039 | $15,387+810.1% | $12,820+992.3% | $11,407+1127.7% |