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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 | $443,408 | $209,422+111.7% | $178,503+148.4% | $158,982+178.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.56% | 188.81%-173.2pp | 151.12%-135.6pp | 302.99%-287.4pp |
| Employer contribution / active EE | $25,012 | $5,707+338.3% | $5,011+399.1% | $4,763+425.2% |
| Participant deferral / active EE | $7,902 | $5,955+32.7% | $5,202+51.9% | $5,983+32.1% |
| Admin fee / account holder | $3,717 | $17,079-78.2% | $13,987-73.4% | $11,252-67.0% |