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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 | $435,250 | $209,422+107.8% | $178,503+143.8% | $158,982+173.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.39% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $8,746 | $5,707+53.2% | $5,011+74.5% | $4,763+83.6% |
| Participant deferral / active EE | $16,779 | $5,955+181.8% | $5,202+222.5% | $5,983+180.4% |
| Admin fee / account holder | $35,062 | $17,079+105.3% | $13,987+150.7% | $11,252+211.6% |