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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 | $418,985 | $197,637+112.0% | $177,848+135.6% | $158,982+163.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.24% | 58.77%-43.5pp | 48.33%-33.1pp | 302.99%-287.7pp |
| Employer contribution / active EE | $20,758 | $6,698+209.9% | $5,919+250.7% | $4,763+335.8% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $31,966 | $15,406+107.5% | $12,431+157.1% | $11,252+184.1% |