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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 | $394,361 | $209,422+88.3% | $178,503+120.9% | $158,982+148.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.32% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $9,978 | $5,707+74.8% | $5,011+99.1% | $4,763+109.5% |
| Participant deferral / active EE | $11,088 | $5,955+86.2% | $5,202+113.1% | $5,983+85.3% |
| Admin fee / account holder | $98,531 | $17,079+476.9% | $13,987+604.4% | $11,252+775.7% |