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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 | $378,755 | $211,224+79.3% | $178,505+112.2% | $145,897+159.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.70% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $21,340 | $4,577+366.3% | $3,955+439.6% | $4,663+357.7% |
| Participant deferral / active EE | $19,004 | $6,966+172.8% | $6,280+202.6% | $6,689+184.1% |
| Admin fee / account holder | $252,473 | $12,109+1985.0% | $10,428+2321.1% | $13,390+1785.5% |