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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 | $411,352 | $185,883+121.3% | $170,043+141.9% | $139,466+194.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 60.54%-43.5pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $24,529 | $7,596+222.9% | $6,790+261.3% | $4,754+416.0% |
| Participant deferral / active EE | $17,000 | $11,626+46.2% | $10,410+63.3% | $6,712+153.3% |
| Admin fee / account holder | $133,387 | $15,393+766.5% | $12,824+940.1% | $11,409+1069.2% |