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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 | $341,368 | $114,093+199.2% | $96,171+255.0% | $167,536+103.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.86% | 190.00%-178.1pp | 192.04%-180.2pp | 478.82%-467.0pp |
| Employer contribution / active EE | $13,815 | $3,429+302.8% | $2,799+393.6% | $4,839+185.5% |
| Participant deferral / active EE | $12,667 | $5,197+143.7% | $4,350+191.2% | $6,342+99.7% |
| Admin fee / account holder | $15,053 | $6,899+118.2% | $5,538+171.8% | $12,315+22.2% |