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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 | $414,013 | $157,296+163.2% | $141,191+193.2% | $152,897+170.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.68% | 64.34%-42.7pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $11,825 | $5,262+124.7% | $4,736+149.7% | $4,764+148.2% |
| Participant deferral / active EE | $17,550 | $7,111+146.8% | $6,710+161.5% | $5,851+199.9% |
| Admin fee / account holder | $362 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |