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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 | $447,716 | $209,422+113.8% | $178,503+150.8% | $158,982+181.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.51% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $22,482 | $5,707+293.9% | $5,011+348.6% | $4,763+372.0% |
| Participant deferral / active EE | $16,154 | $5,955+171.3% | $5,202+210.5% | $5,983+170.0% |
| Admin fee / account holder | $104,708 | $17,079+513.1% | $13,987+648.6% | $11,252+830.6% |