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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 | $399,760 | $209,422+90.9% | $178,503+124.0% | $158,982+151.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.61% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $9,721 | $5,707+70.3% | $5,011+94.0% | $4,763+104.1% |
| Participant deferral / active EE | $5,797 | $5,955-2.7% | $5,202+11.4% | $5,983-3.1% |
| Admin fee / account holder | $190,947 | $17,079+1018.0% | $13,987+1265.2% | $11,252+1597.1% |