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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 | $437,277 | $209,422+108.8% | $178,503+145.0% | $158,982+175.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.95% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.0pp |
| Employer contribution / active EE | $23,708 | $5,707+315.4% | $5,011+373.1% | $4,763+397.8% |
| Participant deferral / active EE | $17,713 | $5,955+197.5% | $5,202+240.5% | $5,983+196.0% |
| Admin fee / account holder | $6,664 | $17,079-61.0% | $13,987-52.4% | $11,252-40.8% |