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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 | $314,667 | $183,539+71.4% | $155,556+102.3% | $145,897+115.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 61.31%-50.1pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $11,597 | $5,315+118.2% | $4,675+148.0% | $4,663+148.7% |
| Participant deferral / active EE | $30,720 | $6,467+375.0% | $5,631+445.6% | $6,689+359.2% |
| Admin fee / account holder | $471,999 | $19,275+2348.8% | $15,885+2871.4% | $13,390+3424.9% |