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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 | $356,456 | $185,905+91.7% | $170,057+109.6% | $139,487+155.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.22% | 60.56%-40.3pp | 53.42%-33.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $15,591 | $7,597+105.2% | $6,790+129.6% | $4,755+227.9% |
| Participant deferral / active EE | $8,443 | $11,627-27.4% | $10,411-18.9% | $6,713+25.8% |
| Admin fee / account holder | $233,335 | $15,397+1415.5% | $12,826+1719.2% | $11,407+1945.5% |