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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 | $323,984 | $185,883+74.3% | $170,043+90.5% | $139,466+132.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.11% | 60.54%-30.4pp | 53.40%-23.3pp | 373.66%-343.6pp |
| Employer contribution / active EE | $44,393 | $7,596+484.4% | $6,790+553.8% | $4,754+833.8% |
| Participant deferral / active EE | $23,130 | $11,626+99.0% | $10,410+122.2% | $6,712+244.6% |
| Admin fee / account holder | $449 | $15,393-97.1% | $12,824-96.5% | $11,409-96.1% |