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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 | $374,095 | $185,905+101.2% | $170,057+120.0% | $139,487+168.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.12% | 60.56%-46.4pp | 53.42%-39.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $18,601 | $7,597+144.8% | $6,790+173.9% | $4,755+291.2% |
| Participant deferral / active EE | $15,640 | $11,627+34.5% | $10,411+50.2% | $6,713+133.0% |
| Admin fee / account holder | $72,392 | $15,397+370.2% | $12,826+464.4% | $11,407+534.6% |