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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 | $358,923 | $202,440+77.3% | $169,390+111.9% | $139,466+157.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.35% | 532.36%-515.0pp | 406.07%-388.7pp | 373.66%-356.3pp |
| Employer contribution / active EE | $13,733 | $4,693+192.6% | $4,013+242.2% | $4,754+188.9% |
| Participant deferral / active EE | $18,506 | $6,940+166.6% | $6,222+197.4% | $6,712+175.7% |
| Admin fee / account holder | $53,064 | $10,722+394.9% | $9,015+488.6% | $11,409+365.1% |