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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 | $392,909 | $217,432+80.7% | $185,849+111.4% | $167,536+134.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.57% | 148.42%-129.8pp | 122.10%-103.5pp | 478.82%-460.2pp |
| Employer contribution / active EE | $23,093 | $5,875+293.1% | $5,169+346.8% | $4,839+377.2% |
| Participant deferral / active EE | $15,414 | $6,357+142.5% | $5,569+176.8% | $6,342+143.0% |
| Admin fee / account holder | $12,301 | $19,818-37.9% | $16,244-24.3% | $12,315-0.1% |