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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 | $464,303 | $175,231+165.0% | $149,696+210.2% | $139,466+232.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.28% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $40,915 | $5,478+646.9% | $4,821+748.7% | $4,754+760.7% |
| Participant deferral / active EE | $26,538 | $6,521+307.0% | $5,682+367.1% | $6,712+295.4% |
| Admin fee / account holder | $31,040 | $16,155+92.1% | $13,212+134.9% | $11,409+172.1% |