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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 | $478,864 | $176,105+171.9% | $159,474+200.3% | $167,536+185.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.64% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $13,805 | $5,299+160.5% | $4,831+185.8% | $4,839+185.3% |
| Participant deferral / active EE | $14,000 | $7,751+80.6% | $7,353+90.4% | $6,342+120.7% |
| Admin fee / account holder | $69,198 | $12,559+451.0% | $10,802+540.6% | $12,315+461.9% |