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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 | $435,444 | $198,457+119.4% | $170,435+155.5% | $147,586+195.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.63% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $13,731 | $6,183+122.1% | $5,432+152.8% | $4,876+181.6% |
| Participant deferral / active EE | $16,033 | $5,629+184.8% | $4,939+224.6% | $5,439+194.8% |
| Admin fee / account holder | $1,345 | $16,852-92.0% | $13,881-90.3% | $10,886-87.6% |