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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 | $414,307 | $209,425+97.8% | $178,499+132.1% | $158,966+160.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.30% | 188.80%-173.5pp | 151.10%-135.8pp | 302.95%-287.6pp |
| Employer contribution / active EE | $20,157 | $5,707+253.2% | $5,011+302.2% | $4,762+323.2% |
| Participant deferral / active EE | $12,068 | $5,955+102.7% | $5,202+132.0% | $5,983+101.7% |
| Admin fee / account holder | $178,534 | $17,078+945.4% | $13,986+1176.5% | $11,250+1487.0% |