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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 | $414,697 | $183,988+125.4% | $162,177+155.7% | $152,897+171.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.53% | 150.79%-124.3pp | 115.60%-89.1pp | 345.43%-318.9pp |
| Employer contribution / active EE | $17,851 | $6,370+180.2% | $5,613+218.0% | $4,764+274.7% |
| Participant deferral / active EE | $19,238 | $8,032+139.5% | $7,297+163.7% | $5,851+228.8% |
| Admin fee / account holder | $2,138 | $13,123-83.7% | $10,843-80.3% | $11,599-81.6% |