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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 | $399,688 | $203,483+96.4% | $152,473+162.1% | $167,536+138.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.38% | 13.80%+3.6pp | 757.59%-740.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $19,283 | $5,219+269.5% | $4,326+345.8% | $4,839+298.5% |
| Participant deferral / active EE | $11,379 | $6,711+69.6% | $5,817+95.6% | $6,342+79.4% |
| Admin fee / account holder | $17,341 | $22,521-23.0% | $15,811+9.7% | $12,315+40.8% |