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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 | $422,977 | $185,883+127.5% | $170,043+148.7% | $139,466+203.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 60.54%-39.7pp | 53.40%-32.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $24,003 | $7,596+216.0% | $6,790+253.5% | $4,754+404.9% |
| Participant deferral / active EE | $20,994 | $11,626+80.6% | $10,410+101.7% | $6,712+212.8% |
| Admin fee / account holder | $27,954 | $15,393+81.6% | $12,824+118.0% | $11,409+145.0% |