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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 | $411,602 | $209,425+96.5% | $178,499+130.6% | $158,966+158.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.84% | 188.80%-179.0pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $12,509 | $5,707+119.2% | $5,011+149.6% | $4,762+162.7% |
| Participant deferral / active EE | $8,248 | $5,955+38.5% | $5,202+58.5% | $5,983+37.9% |
| Admin fee / account holder | $37,388 | $17,078+118.9% | $13,986+167.3% | $11,250+232.3% |