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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 | $183,592+71.4% | $155,574+102.3% | $145,877+115.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $11,597 | $5,317+118.1% | $4,676+148.0% | $4,663+148.7% |
| Participant deferral / active EE | $30,720 | $6,466+375.1% | $5,629+445.7% | $6,691+359.2% |
| Admin fee / account holder | $471,999 | $19,316+2343.6% | $15,914+2865.9% | $13,402+3421.8% |