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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 | $398,829 | $95,415+318.0% | $185,851+114.6% | $85,851+364.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.2pp |
| Employer contribution / active EE | $19,046 | $3,314+474.7% | $5,168+268.5% | $2,565+642.4% |
| Participant deferral / active EE | $13,396 | $3,424+291.3% | $5,569+140.6% | $3,952+238.9% |
| Admin fee / account holder | $14,505 | $7,215+101.0% | $16,245-10.7% | $6,261+131.7% |