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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 | $373,445 | $197,637+89.0% | $177,848+110.0% | $158,982+134.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.28% | 58.77%-47.5pp | 48.33%-37.0pp | 302.99%-291.7pp |
| Employer contribution / active EE | $19,547 | $6,698+191.8% | $5,919+230.3% | $4,763+310.4% |
| Participant deferral / active EE | $12,403 | $8,405+47.6% | $7,714+60.8% | $5,983+107.3% |
| Admin fee / account holder | $73,902 | $15,406+379.7% | $12,431+494.5% | $11,252+556.8% |