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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 | $460,916 | $217,432+112.0% | $185,851+148.0% | $167,553+175.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.77% | 148.43%-136.7pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $10,752 | $5,874+83.0% | $5,168+108.0% | $4,840+122.2% |
| Participant deferral / active EE | $3,967 | $6,357-37.6% | $5,569-28.8% | $6,343-37.5% |
| Admin fee / account holder | $104,268 | $19,820+426.1% | $16,245+541.8% | $12,316+746.6% |