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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 | $431,221 | $175,259+146.0% | $149,723+188.0% | $139,487+209.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.87% | 166.82%-149.0pp | 134.50%-116.6pp | 373.84%-356.0pp |
| Employer contribution / active EE | $12,143 | $5,478+121.7% | $4,821+151.9% | $4,755+155.4% |
| Participant deferral / active EE | $12,181 | $6,522+86.8% | $5,682+114.4% | $6,713+81.5% |
| Admin fee / account holder | $146,018 | $16,158+803.7% | $13,215+1005.0% | $11,407+1180.0% |