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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 | $465,251 | $185,883+150.3% | $170,043+173.6% | $139,466+233.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.24% | 60.54%-36.3pp | 53.40%-29.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $15,359 | $7,596+102.2% | $6,790+126.2% | $4,754+223.1% |
| Participant deferral / active EE | $17,107 | $11,626+47.2% | $10,410+64.3% | $6,712+154.9% |
| Admin fee / account holder | $32,840 | $15,393+113.3% | $12,824+156.1% | $11,409+187.8% |