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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 | $417,906 | $217,432+92.2% | $185,849+124.9% | $167,536+149.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.81% | 148.42%-119.6pp | 122.10%-93.3pp | 478.82%-450.0pp |
| Employer contribution / active EE | $12,984 | $5,875+121.0% | $5,169+151.2% | $4,839+168.3% |
| Participant deferral / active EE | $19,452 | $6,357+206.0% | $5,569+249.3% | $6,342+206.7% |
| Admin fee / account holder | $127,544 | $19,818+543.6% | $16,244+685.2% | $12,315+935.7% |