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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 | $377,514 | $175,259+115.4% | $149,723+152.1% | $139,487+170.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $34,524 | $5,478+530.2% | $4,821+616.1% | $4,755+626.1% |
| Participant deferral / active EE | $15,018 | $6,522+130.3% | $5,682+164.3% | $6,713+123.7% |
| Admin fee / account holder | $840 | $16,158-94.8% | $13,215-93.6% | $11,407-92.6% |