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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 | $421,554 | $185,883+126.8% | $170,043+147.9% | $139,466+202.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.92% | 60.54%-45.6pp | 53.40%-38.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $6,665 | $7,596-12.3% | $6,790-1.8% | $4,754+40.2% |
| Participant deferral / active EE | $13,630 | $11,626+17.2% | $10,410+30.9% | $6,712+103.1% |
| Admin fee / account holder | $134,113 | $15,393+771.2% | $12,824+945.8% | $11,409+1075.5% |