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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 | $362,859 | $125,193+189.8% | $105,591+243.6% | $145,978+148.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.99% | 225.53%-209.5pp | 116.43%-100.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $19,803 | $3,718+432.6% | $3,166+525.5% | $4,662+324.8% |
| Participant deferral / active EE | $11,893 | $5,708+108.4% | $5,008+137.5% | $6,690+77.8% |
| Admin fee / account holder | $536 | $17,277-96.9% | $11,024-95.1% | $13,400-96.0% |