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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 | $387,512 | $217,432+78.2% | $185,849+108.5% | $167,536+131.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.44% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $16,631 | $5,875+183.1% | $5,169+221.8% | $4,839+243.7% |
| Participant deferral / active EE | $21,278 | $6,357+234.7% | $5,569+282.1% | $6,342+235.5% |
| Admin fee / account holder | $25,096 | $19,818+26.6% | $16,244+54.5% | $12,315+103.8% |