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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 | $373,505 | $175,231+113.2% | $149,696+149.5% | $139,466+167.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.59% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $13,235 | $5,478+141.6% | $4,821+174.5% | $4,754+178.4% |
| Participant deferral / active EE | $8,599 | $6,521+31.9% | $5,682+51.3% | $6,712+28.1% |
| Admin fee / account holder | $1,080 | $16,155-93.3% | $13,212-91.8% | $11,409-90.5% |