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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 | $383,376 | $209,422+83.1% | $178,503+114.8% | $158,982+141.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.09% | 188.81%-178.7pp | 151.12%-141.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $13,000 | $5,707+127.8% | $5,011+159.4% | $4,763+172.9% |
| Participant deferral / active EE | $23,833 | $5,955+300.2% | $5,202+358.1% | $5,983+298.3% |
| Admin fee / account holder | $57,247 | $17,079+235.2% | $13,987+309.3% | $11,252+408.8% |