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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 | $348,969 | $197,637+76.6% | $177,848+96.2% | $158,982+119.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 63.10% | 58.77%+4.3pp | 48.33%+14.8pp | 302.99%-239.9pp |
| Employer contribution / active EE | $13,318 | $6,698+98.8% | $5,919+125.0% | $4,763+179.6% |
| Participant deferral / active EE | $15,814 | $8,405+88.1% | $7,714+105.0% | $5,983+164.3% |
| Admin fee / account holder | $356 | $15,406-97.7% | $12,431-97.1% | $11,252-96.8% |