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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 | $380,210 | $112,131+239.1% | $95,964+296.2% | $158,982+139.2% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 16.98% | 171.19%-154.2pp | 91.64%-74.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $11,475 | $3,199+258.7% | $2,541+351.5% | $4,763+140.9% |
| Participant deferral / active EE | $28,208 | $4,784+489.6% | $4,167+577.0% | $5,983+371.4% |
| Admin fee / account holder | $68,702 | $10,136+577.8% | $6,797+910.7% | $11,252+510.6% |