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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 | $367,965 | $217,432+69.2% | $185,849+98.0% | $167,536+119.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.84% | 148.42%-134.6pp | 122.10%-108.3pp | 478.82%-465.0pp |
| Employer contribution / active EE | $16,002 | $5,875+172.4% | $5,169+209.6% | $4,839+230.7% |
| Participant deferral / active EE | $9,519 | $6,357+49.7% | $5,569+70.9% | $6,342+50.1% |
| Admin fee / account holder | $74,145 | $19,818+274.1% | $16,244+356.5% | $12,315+502.1% |