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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 | $444,936 | $183,988+141.8% | $162,177+174.4% | $152,897+191.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.51% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $21,442 | $6,370+236.6% | $5,613+282.0% | $4,764+350.1% |
| Participant deferral / active EE | $16,758 | $8,032+108.6% | $7,297+129.7% | $5,851+186.4% |
| Admin fee / account holder | $101,301 | $13,123+671.9% | $10,843+834.2% | $11,599+773.3% |