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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 | $379,027 | $183,592+106.5% | $155,574+143.6% | $145,877+159.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 61.37%-41.2pp | 64.87%-44.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $20,183 | $5,317+279.6% | $4,676+331.7% | $4,663+332.8% |
| Participant deferral / active EE | $18,800 | $6,466+190.8% | $5,629+234.0% | $6,691+181.0% |
| Admin fee / account holder | $58,856 | $19,316+204.7% | $15,914+269.8% | $13,402+339.2% |