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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 | $435,698 | $217,432+100.4% | $185,849+134.4% | $167,536+160.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.58% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $11,905 | $5,875+102.7% | $5,169+130.3% | $4,839+146.0% |
| Participant deferral / active EE | $15,976 | $6,357+151.3% | $5,569+186.9% | $6,342+151.9% |
| Admin fee / account holder | $604 | $19,818-97.0% | $16,244-96.3% | $12,315-95.1% |