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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 | $391,149 | $198,462+97.1% | $170,439+129.5% | $147,585+165.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.73% | 257.30%-245.6pp | 205.94%-194.2pp | 578.58%-566.9pp |
| Employer contribution / active EE | $15,380 | $6,184+148.7% | $5,433+183.1% | $4,876+215.4% |
| Participant deferral / active EE | $12,871 | $5,629+128.6% | $4,939+160.6% | $5,439+136.7% |
| Admin fee / account holder | $272,068 | $16,852+1514.5% | $13,881+1860.1% | $10,886+2399.3% |