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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 | $390,863 | $226,105+72.9% | $182,540+114.1% | $152,897+155.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.24% | 192.58%-180.3pp | 148.58%-136.3pp | 345.43%-333.2pp |
| Employer contribution / active EE | $11,793 | $4,978+136.9% | $4,076+189.3% | $4,764+147.6% |
| Participant deferral / active EE | $17,010 | $6,370+167.0% | $5,525+207.9% | $5,851+190.7% |
| Admin fee / account holder | $891 | $10,706-91.7% | $8,593-89.6% | $11,599-92.3% |