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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 | $398,107 | $217,432+83.1% | $185,849+114.2% | $167,536+137.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.42% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $20,183 | $5,875+243.6% | $5,169+290.5% | $4,839+317.1% |
| Participant deferral / active EE | $13,165 | $6,357+107.1% | $5,569+136.4% | $6,342+107.6% |
| Admin fee / account holder | $3,314 | $19,818-83.3% | $16,244-79.6% | $12,315-73.1% |