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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 | $391,096 | $175,231+123.2% | $149,696+161.3% | $139,466+180.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.98% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $21,275 | $5,478+288.4% | $4,821+341.3% | $4,754+347.5% |
| Participant deferral / active EE | $13,821 | $6,521+111.9% | $5,682+143.2% | $6,712+105.9% |
| Admin fee / account holder | $21,373 | $16,155+32.3% | $13,212+61.8% | $11,409+87.3% |