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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 | $336,163 | $175,259+91.8% | $149,723+124.5% | $139,487+141.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 166.82%-153.2pp | 134.50%-120.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $20,161 | $5,478+268.0% | $4,821+318.2% | $4,755+324.0% |
| Participant deferral / active EE | $3,966 | $6,522-39.2% | $5,682-30.2% | $6,713-40.9% |
| Admin fee / account holder | $23,523 | $16,158+45.6% | $13,215+78.0% | $11,407+106.2% |